Ryan A. Gonzales

TRUE FIDUCIARY CAPITAL

El Cajon, CA

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CRD#: 5513286

Professional summary

Ryan Alexis Gonzales, CFP®, who also goes by Ryan A Gonzales, is a registered financial advisor currently at TRUE FIDUCIARY CAPITAL, LLC located in El Cajon, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan A Gonzales

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.

Company Name Dad Fiction is not investment related located at 825 Murray Drive ElCajon, CA 92020, design and sell shirts, owner, began 7/30/2018 approximately 5 hours a week during non business hours. I design and sell shirts as well as contribute opinions on a blog about my experiences raising kids. Company Name NFHS Network is not investment related located at 2835 Brandywine Rd, Atlanta, GA 30341,I do color commentary for local High School sports in San Diego. Football, baseball and basketball, Position: Commentator, began 11/24/2018 approximately 3 hours a week during non business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alexis Gonzales'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 17, 2020 - Present

TRUE FIDUCIARY CAPITAL, LLC

RIA

CRD#: 306964

El Cajon, CA

Past

January 8, 2018 - January 8, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

EL CAJON, CA

Past

October 10, 2014 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

El Cajon, CA

Past

October 10, 2014 - January 8, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN DIEGO, CA

Past

May 31, 2011 - September 29, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN DIEGO, CA

Past

May 31, 2011 - September 29, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN DIEGO, CA

Past

May 9, 2008 - June 3, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SAN DIEGO, CA

Past

April 14, 2008 - June 3, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SAN DIEGO, 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
(1/17/2020)

IAR

Texas
(7/29/2020)

IAR

Washington
(7/31/2020)

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 66

Date: 4/25/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2008

General Securities Representative Examination

Current Firm

TRUE FIDUCIARY CAPITAL, LLC

CRD#: 306964 / SEC#: 801-117977

RIA

Registered Investment Advisory firm - (6/1/2020 Terminated)

California

Registered Investment Advisory firm - (5/29/2020 Approved)

Texas

Registered Investment Advisory firm - (6/1/2020 Conditional Restricted)

Washington

Registered Investment Advisory firm - (7/31/2020 Approved)

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).

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Contact information

Main Address

825 Murry Drive, El Cajon, CA 92020

Mailing Address

Phone number

(619) 316-4762

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	225
AUM (Assets Under Management)	$ 90,000,000

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. Gonzales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alexis Gonzales's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE FIDUCIARY CAPITAL, LLC

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/11/2008

Current Firm

TRUE FIDUCIARY CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE FIDUCIARY CAPITAL, LLC

TRUST BUT VERIFY

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