Ryan Gonzales (CRD# 5513286) is an Investment Advisor Representative working at True Fiduciary Capital, LLC in El Cajon, CA and has over 15 years of experience in the finance industry. Ryan Gonzales has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Fiduciary Capital,llc | El Cajon, CA | Dec 2019 - Current | 4 |
| Nfhs Network | San Diego, CA | Nov 2018 - Current | 5 |
| Dad Fiction | San Diego, CA | Jul 2018 - Current | 5 |
| Usaa Investment Management Company | San Diego, CA | Jan 2018 - Dec 2019 | 1 |
| Usaa Financial Advisors Inc. | San Diego, CA | Oct 2014 - Dec 2019 | 5 |
| Usaa Financial Planning Services | San Diego, CA | Oct 2014 - Jan 2018 | 3 |
| Ameriprise Financial Services, Inc. | San Diego, CA | May 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- CA
- TX
- WA
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts194ACCOUNTS
-
Average Account Value$365,918
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.