Brian Ruff, financial advisor Coppell TX
93 score

Brian Ruff

CRD Number: 5366139
Current Firm: 360 Wealth Management, LLC

Brian Ruff (CRD# 5366139) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Coppell, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
360 Wealth Management Fort Worth, TX May 2013 - Current 3
Lpl Financial LLC Fort Worth, TX Apr 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth, TX Nov 2010 - Apr 2013 2
Edward Jones St. Louis, MO Jun 2007 - Nov 2010 3
Midlothian Isd Midlothian, TX Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Brian E. Ruff
Phone Number: 972-421-1360
Firm Website: http://www.360wm.net
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    600
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $171,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OK, OR, PA, SC, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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