Ryan A. Purdie

CREATIVE PLANNING SOLUTIONS,

Grand Terrace, CA 92313

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CRD#: 5281890

Professional summary

Ryan Aaron Floyd Purdie, who also goes by Ryan Aaron Purdie, is a registered financial advisor currently at CREATIVE PLANNING SOLUTIONS, INC located in Grand Terrace, California and FORTITUDE ADVISORS AND ACCOUNTING INC located in Grand Terrace, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Aaron Purdie

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.

Mr. Purdie is the owner of two investment advisory firms, Fortitude Advisors and Accounting Inc. and Creative Planning Solutions, Inc. Both are investment related. They are housed at the same address but different suite numbers. He is an investment adviser representative with both, and spends his time during securities trading hours split between the two firms, approximately 40 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Aaron Floyd Purdie's 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

October 26, 2020 - Present

CREATIVE PLANNING SOLUTIONS, INC

Office #1: 22400 Barton Road #21-537, Grand Terrace, CA 92313

RIA

CRD#: 310315

Grand Terrace, CA

Current

May 27, 2021 - Present

FORTITUDE ADVISORS AND ACCOUNTING INC

Office #1: 22400 Barton Rd. #21-472, Grand Terrace, CA 92313

RIA

CRD#: 312337

Grand Terrace, CA

Past

November 10, 2009 - October 14, 2016

CREATIVE PLANNING SOLUTIONS, INC.

RIA

CRD#: 151460

CORONA, CA

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

California
(10/26/2020)

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: 10/6/2020

Uniform Investment Adviser Law Examination

Current Firm

CREATIVE PLANNING SOLUTIONS, INC

CRD#: 310315 / SEC#:

California

Registered Investment Advisory firm - (10/26/2020 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(909) 809-9677

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Ryan A. Purdie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Aaron Floyd Purdie's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING SOLUTIONS, INC

FORTITUDE ADVISORS AND ACCOUNTING INC

CREATIVE PLANNING SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2020

Current Firm

CREATIVE PLANNING SOLUTIONS, INC

Contact information

Documents

Red Flags

Company Information

CREATIVE PLANNING SOLUTIONS, INC

TRUST BUT VERIFY

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