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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trufinancial Registered Investment Advisory Services, Inc | San Diego | CA | 09/2018 | Present |
| Trufinancial & Insurance Services Inc | San Diego | CA | 07/2016 | Present |
Evan Bryce Compton is a licensed insurance agent with and vice president of sale of TruFinancial & Insurance Services Inc, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. TRIASI always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of TRIASI in connection with such individual's activities outside of TRIASI.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
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