John SchumanCRD Number: 4520722
Current Firm: Budros, Ruhlin & Roe, Inc.
John Schuman (CRD# 4520722) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 16 years of experience in the finance industry. John Schuman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Budros, Ruhlin & Roe, Inc.||Columbus, OH||Jun 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management2,235MILLIONS
Total Number of Accounts6,446ACCOUNTS
Average Account Value$346,774
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, MA, MI, NY, OH, SC, TN, TX, VA, WV