Rodney G. Coyan

PURE FINANCIAL ADVISORS

Redmond, WA 98053

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CRD#: 2167423

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.

Personal Investment Management; investment-related; 22500 NE Marketplace Dr Suite 205 Redmond, WA; Financial Planning; Director; 1/2020; 3 hours/month during trading hours; Board Secretary

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

CRD#: 20472

SEATTLE, WA

Past

December 7, 1995 - February 17, 1999

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

May 4, 1995 - December 6, 1995

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

August 25, 1994 - May 2, 1995

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

September 13, 1991 - August 30, 1994

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

September 6, 1991 - September 26, 1991

NEW ENGLAND SECURITIES

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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/8/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/25/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/4/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

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.

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Firm Stability Insights

Rodney G. Coyan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PERSONAL INVESTMENT MANAGEMENT INC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

SUNAMERICA SECURITIES, INC.

CETERA ADVISORS LLC

U.S. BANCORP INVESTMENTS, INC.

IFMG SECURITIES, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2011

Series 63

Date: 2/17/1995

Series 7

Date: 1/25/1995

Series 6

Date: 9/4/1991

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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