Ryan Davis

Financial Advisor

CUSO Financial Services, L.P.

at California Credit Union

Email: rdavis@ccu.com
Phone:(858) 769-7378

Branches Locations: Financial Advisor
Available until 7:00 P.M. every Wednesday
CA Insurance LIC#0I97828


Check the background of this investment professional on FINRA BrokerCheck

Ryan is able to add value to client relationships by drawing on his knowledge of insurance and investments. With over five years of financial services experience, Ryan has a firm knowledge of North Island operations. After becoming fully licensed in securities and life insurance, he spent two years assisting two senior financial advisors, while also opening and servicing client accounts. In early 2017, Ryan became one of our Financial Advisor Associates. This position allows him to use his experience to provide a wide array of services to our retirement and investment account customers.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.