William Ruth Iii, financial advisor Danville KY
93 score

William Ruth Iii

CRD Number: 5629034
Current Firm: H.d. Vest Advisory Services, Inc.

William Ruth Iii (CRD# 5629034) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Danville, KY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ruth & Shearer Cpas LLC Danville, KY Jan 2015 - Current 1
H.d. Vest Investment Services Danville, KY Dec 2008 - Current 8
Bluegrass Community Bank Danville, KY Jan 2008 - Current 8
Ephriam Mcdowell Health Danville, KY Jan 2006 - Current 10
William D. Ruth Cpa Danville, KY Dec 1981 - Current 35
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for William D. Ruth Iii
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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