John Ruark, financial advisor Miami Shores FL

John Ruark

CRD Number: 4568395
Current Firm: Patuxent Financial Planning, LLC

John Ruark (CRD# 4568395) is an Investment Advisor Representative working at Patuxent Financial Planning, LLC in Miami Shores, FL and has 1 year of experience in the finance industry. John Ruark 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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Professional Designations
Company Name Location Dates Years
Patuxent Financial Planning, LLC Miami Shores, FL Jan 1996 - Current 28

John Ruark has no recent exams reported.
Contact Info for John W. Ruark
Phone Number: 410-610-2148
Registered State(s):
  • FL
  • MD
  • TX
Current Firm Details
Patuxent Financial Planning, LLC
Firm's CRD Number: 121805
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $600,071
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MD, TX

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