Phillip Ruhe, financial advisor Jasper IN
88 score

Phillip Ruhe

CRD Number: 6394259
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Phillip Ruhe (CRD# 6394259) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Jasper, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jjb Hilliard Wl Lyons LLC Louisville, KY Sep 2014 - Current 2
Seufert Construction Ferdinand, IN Jul 2012 - Sep 2014 2
Mobel, Inc. Ferdinanc, IN Jun 2003 - Jul 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Phillip A. Ruhe
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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