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Rodney G. Coyan

PURE FINANCIAL ADVISORS
Redmond, WA 98053
Some features on this profile are disabled
CRD#: 2167423
RC

Professional summary

Rodney George Coyan is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Redmond, Washington.

Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Rodney has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Rodney George Coyan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

April 10, 2025 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 22500 Ne Marketplace Dr Suite 203, Redmond, WA 98053
RIA
CRD#: 144316
Redmond, WA
Past

October 10, 2011 - April 11, 2025

PERSONAL INVESTMENT MANAGEMENT INC

RIA
CRD#: 107829
REDMOND, WA
Past

March 25, 1999 - June 28, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SEATTLE, WA
Past

December 7, 1995 - February 17, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

May 4, 1995 - December 6, 1995

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

August 25, 1994 - May 2, 1995

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

September 13, 1991 - August 30, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

September 6, 1991 - September 26, 1991

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
California
Registered Investment Advisory firm - (5/7/2009 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/10/2025)
IAR
Washington
(4/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/8/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/4/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
California
Registered Investment Advisory firm - (5/7/2009 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
204

SEC notice filing (44 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts7,509
AUM (Assets Under Management)$ 11,054,059,366

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

PURE FINANCIAL ADVISORS, LLC

PURE FINANCIAL ADVISORS, LLC

CRD#: 144316Redmond, WA 98053

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