RP
RP

Ryan Purdie

12 Years of Experience
Grand Terrace, CA
1 Disclosure

Ryan Purdie is a registered investment advisor at Fortitude Advisors and Accounting INC, based in Grand Terrace, CA, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Fortitude Advisors does not directly manage investments. Instead, they refer clients to third-party advisors for investment management services. Fees for these services are determined by the third-party advisor.

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Location

22400 Barton Road, #21-537, Grand Terrace, CA, 92313

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History

Regulatory History (1)
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Regulatory
September 2021
Final
Other Business Activities

Ryan owns two investment advisory firms, Fortitude Advisors and Accounting Inc. and Creative Planning Solutions, Inc., and is an investment adviser representative with both. He spends approximately 40 hours per week split between the two firms.

Employment History
Current Registrations
Fortitude Advisors and Accounting INC
May 2021 - Present · 5 yrs
Creative Planning Solutions, INC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Creative Planning Solutions, INC.
November 2009 - October 2016 · 6 yrs 11 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.