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Ronald E. Catton

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CRD#: 600532
RC

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.

Ronald Edward Catton was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1968. Ronald had worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, Series 99TO, SIE, Series 1, Series 24, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
1. CATTON FINANCIAL SERVICES, INVESTMENT RELATED, 1212 N. WASHINGTON STREET #320 SPOKANE, WA 99201, OWNER, STARTED 1973, 160 HOURS PER MONTH, 0 HOURS DURING STH, INSURANCE SALES. 2. RYAN WEALTH MANAGEMENT POSITION: IAR NATURE: I'm an IAR with Ryan Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 10/01/2019 ADDRESS: 1212 N. Washington Street, Suite 320, Spokane WA 99201, United States DESCRIPTION: I meet with new and existing clients to provide investment advice.

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

October 2, 2019 - April 4, 2023

RYAN WEALTH MANAGEMENT

RIA
CRD#: 296851
Spokane, WA
Past

September 19, 2017 - March 28, 2022

RONALD EDWARD CATTON AND COMPANY

RIA
CRD#: 13175
SPOKANE, WA
Past

March 24, 2006 - May 3, 2022

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SPOKANE, WA
Past

May 5, 1994 - December 31, 2022

OSAIC WEALTH, INC.

BD
CRD#: 23131
SPOKANE, WA
Past

November 26, 1986 - May 10, 1994

RAGEN MACKENZIE INVESTMENT SERVICES, LLC

BD
CRD#: 17525
SEATTLE, WA
Past

March 2, 1983 - December 15, 1987

RONALD EDWARD CATTON AND COMPANY

BD
CRD#: 13175
Past

November 13, 1975 - October 13, 1983

INTERPACIFIC INVESTORS SERVICES, INC.

BD
CRD#: 4879
Past

July 18, 1975 - June 16, 1977

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
Past

December 10, 1968 - January 31, 1976

OPPENHEIMER ASSET MANAGEMENT CORPORATION

BD
CRD#: 386

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
IAR
Series 66
Date: 6/8/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/4/1968
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RW
RYAN WEALTH MANAGEMENT
RYAN WEALTH MANAGEMENT | RYAN WEALTH MANAGEMENT, INC.

CRD#: 296851 / SEC#: 801-115068

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Contact information


Main Address
463 Century Park Dr, Yuba City, CA 95991
Mailing Address
Phone number
(530) 671-2100
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Part 2 Brochures

2024-03-27 RYAN WEALTH MANAGEMENT FORM ADV PART 2A APPENDIX 1 (3/27/2024)

Regulatory assets under management


Total Number of Accounts1,636
AUM (Assets Under Management)$ 404,164,092

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


RYAN WEALTH MANAGEMENT

CRD#: 296851

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