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RA

Ruth L. Adame

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CRD#: 2092555
RA

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.

Ruth Lorraine Adame, who also goes by Ruth Lorraine Acosta Ms, Ruth Lorraine Adame Mrs, Ruth Adame, Ruth Lorraine Vega, was a registered financial professional .

Ruth is a previously registered financial professional and started their career in finance in 1992. Ruth had worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ruth Lorraine Acosta Ms | Ruth Lorraine Adame Mrs | Ruth Adame | Ruth Lorraine Vega

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

April 5, 2017 - April 4, 2018

WESCOM FINANCIAL SERVICES

BD
CRD#: 125650
PASADENA, CA
Past

April 28, 2016 - November 1, 2016

WESCOM FINANCIAL SERVICES

BD
CRD#: 125650
PASADENA, CA
Past

October 17, 2013 - August 27, 2015

GLP INVESTMENT SERVICES, LLC

BD
CRD#: 25450
FARMINGTON, MI
Past

July 17, 2012 - March 19, 2013

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
GLENDALE, CA
Past

March 27, 2012 - June 15, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WEST COVINA, CA
Past

October 5, 2009 - February 16, 2012

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
PASADENA, CA
Past

May 2, 2009 - October 6, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
AZUSA, CA
Past

February 11, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
AZUSA, CA
Past

August 15, 2007 - February 1, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

BD
CRD#: 103919
GLENDALE, CA
Past

March 23, 2005 - August 6, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
SOUTH PASADENA, CA
Past

December 15, 2000 - April 14, 2003

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

March 17, 1998 - April 6, 1999

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

August 3, 1993 - March 9, 1998

FIMCO SECURITIES GROUP, INC.

BD
CRD#: 30343
PORT WASHINGTON, WI
Past

October 13, 1992 - May 6, 1993

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 13, 1992 - May 6, 1993

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
RR
Series 63
Date: 11/18/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WF
WESCOM FINANCIAL SERVICES
WESCOM FINANCIAL SERVICES | WESCOM FINANCIAL SERVICES, LLC | WESCOM FINANCIAL SERVICES LLC

CRD#: 125650 / SEC#: 801-113359, 8-66189

BD
Terminated by SEC on 04/09/2023
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Contact information


Main Address
5601 E. La Palma Ave, Anaheim, CA 92807
Mailing Address
Phone number
888-879-0558 EXT. 5104
Established
California since 01/22/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
31

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

WESCOM FINANCIAL SERVICES FORM ADV PART 2A_DISCLOSURE 4.19.18 (3/31/2022)

Direct owners and executive officers


NamePositionCRD#
WESCOM CENTRAL CREDIT UNIONSHAREHOLDER
ALLEN, JONATHON JAMESPRESIDENT2329509
ALLEN, JONATHON JAMESCHAIRMAN2329509
LAW, CINDYFINOP5433583
NASH, DIANA LYNN REEVESCCO2664062
PIPES, KEITH BRIANDIRECTOR1577134
WILLIAMS, DARRENDIRECTOR

Regulatory assets under management


Total Number of Accounts1,138
AUM (Assets Under Management)$ 226,085,019

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


WESCOM FINANCIAL SERVICES

CRD#: 125650

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