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Ruthann O. Tyner

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CRD#: 1232506
RT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ruthann Olson Tyner, who also goes by Ruth Ann Olson, Ruth Ann Tyner, Ruth Ann O Tyner, was a registered financial professional .

Ruthann is a previously registered financial professional and started their career in finance in 1984. Ruthann had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 22, Series 51, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ruth Ann Olson | Ruth Ann Tyner | Ruth Ann O Tyner

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 14, 2012 - August 3, 2016

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
LOS ANGELES, CA
Past

September 14, 2012 - August 3, 2016

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
LOS ANGELES, CA
Past

July 19, 2012 - September 12, 2012

SAXONY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122692
LONG BEACH, CA
Past

April 21, 2011 - September 12, 2012

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO
Past

September 23, 2008 - April 8, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN MARINO, CA
Past

September 15, 2008 - April 8, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN MARINO, CA
Past

October 7, 2004 - October 2, 2006

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
LONG BEACH, CA
Past

September 28, 1998 - January 1, 1999

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823
Past

October 2, 1997 - May 1, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

July 14, 1997 - October 2, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
LONG BEACH, CA
Past

June 19, 1997 - July 14, 1997

ASB FINANCIAL SERVICES

BD
CRD#: 24280
IRVINE, CA
Past

June 25, 1996 - June 20, 1997

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

August 4, 1995 - November 16, 1995

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

February 23, 1995 - September 20, 1996

FIRST INTERSTATE INVESTMENTS,INC.

BD
CRD#: 17101
Past

June 22, 1989 - February 17, 1995

ASB FINANCIAL SERVICES

BD
CRD#: 24280
IRVINE, CA
Past

March 20, 1985 - March 31, 1989

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823
Past

April 6, 1984 - January 14, 1985

WADDELL & REED

BD
CRD#: 866

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/26/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/1987
General Securities Principal Examination

Current Firm


UF
USAA FINANCIAL PLANNING SERVICES
USAA FINANCIAL PLANNING NETWORK | USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. | USAA FINANCIAL PLANNING SERVICES | USAA FINANCIAL PLANNING NETWORK, INC. | USAA FINANCIAL PLANNING NETWORK INC

CRD#: 106352 / SEC#: 801-53347

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Contact information


Main Address
9800 Fredericksburg Road, San Antonio, TX 78288-0227
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2017)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


USAA FINANCIAL PLANNING SERVICES

CRD#: 106352

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