Michael RuffingCRD Number: 2864005
Current Firm: Integrated Wealthcare, LLC
Michael Ruffing (CRD# 2864005) is an Investment Advisor Representative working at Integrated Wealthcare, LLC in Durham, NC and has over 26 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Integrated Wealthcare, LLC||Durham, NC||Mar 2007 - Current||16|
|Capital Wealth Management, Inc.||West Warwick, RI||Apr 2012 - Sep 2021||9|
|Triad Advisors, Inc.||Norcross, GA||Apr 2012 - Jul 2021||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management95MILLIONS
Total Number of Accounts344ACCOUNTS
Average Account Value$276,042
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, HI, LA, NC, NH, PA, TX
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