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Evan C

Series 63, Series 65

San Diego, CA

TruFinancial Registered Investment Advisory Services, Inc

Evan Compton is a financial advisor at TruFinancial Registered Investment Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with TruFinancial and its affiliated insurance services since 2016. In addition to his advisory role, Compton is a licensed insurance agent and serves as vice president of sales at TruFinancial & Insurance Services Inc. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and technical analysis, and manages approximately $44 million across about 267 accounts with tailored portfolios documented through Investment Policy Statements.

Annuities Real estate investing
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Daniel M

Series 65, Series 63

San Diego, CA

TruFinancial Registered Investment Advisory Services, Inc

Daniel Meyers is a financial advisor with TruFinancial Registered Investment Advisory Services, Inc. He holds Series 65 and Series 63 designations and has five years of industry experience. Meyers has been with TruFinancial and its related insurance services since 2016. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a combination of analytical methods and generally pursues long-term trading strategies across various asset classes, tailoring portfolios based on documented client objectives and risk tolerances.

Annuities Real estate investing
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