Ryan Patrick Trulove
Investment adviser representative at Advisory Alpha, LLC
8 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2024 to now
- Advisory Alpha, LLCSep 2021 to now
- Advisory Alpha, LLC dba 401 FinancialSep 2021 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2024
- Triad Advisors, LLCMar 2022 to Aug 2024
- Mutual Advisors, LLCJan 2016 to Aug 2021
- Mutual Securities, Inc.Jan 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4955163
- Firm CRD
- 158282