Ryan Morse is a CFP-designated registered investment advisor, based in San Diego, CA, with 26 years of industry experience.
Location
7676 Hazard Center Drive, Suite 1550, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is dually registered as an investment advisor representative and a registered representative, dedicating most of his time to the former. He is also an insurance agent with Octavia Risk Management LLC, spending about 10-20% of his time on insurance product implementation.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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