Saul Ruiz (CRD# 7073664) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Plano, TX | Jul 2024 - Current | < 1 |
Kaplan | Joaquin, TX | Mar 2024 - Jul 2024 | < 1 |
The Vanguard Group, Inc. | Scottsdale, AZ | Feb 2022 - Jul 2024 | 2 |
Charles Schwab & Company, Inc. | Milpitas, CA | Nov 2020 - Feb 2022 | 1 |
Charles Schwab Bank, Ssb | Milpitas, CA | Nov 2020 - Feb 2022 | 1 |
Charles Schwab & Company, Inc. | Westlake, TX | Feb 2019 - Nov 2020 | 1 |
Best Buy | Denton, TX | Nov 2017 - Sep 2020 | 2 |
University Of North Texas | Denton, TX | Aug 2014 - Dec 2018 | 4 |
Wal-mart | Denton, TX | Mar 2015 - Nov 2017 | 2 |
Unemployed | Denton, TX | Jan 2015 - Mar 2015 | < 1 |
Brookshire Brothers | Joaquin, TX | Jun 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- TX
-
Total Assets Under Management276,890MILLIONS
-
Total Number of Accounts161,361ACCOUNTS
-
Average Account Value$1,715,966
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, VI, VT, WA, WI, WV, WY
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