Thomas Ruggie (CRD# 2193305) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 28 years of experience in the finance industry. Thomas Ruggie 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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Destiny Wealth Partners | Tavares,, FL | Jul 2014 - Current | 9 |
| Ruggie Capital Group, Inc. (dba Ruggie Wealth Management) | Tavarres, FL | Dec 1996 - Jan 2021 | 24 |
| Asset Advisors Of America, LLC | Longwood, FL | Feb 2013 - Nov 2020 | 7 |
| Cwm, LLC | Omaha, NE | Sep 2018 - Jul 2020 | 1 |
| Purshe Kaplan Sterling | Albany, NY | Jun 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
- FL
- TX
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Total Assets Under Management997MILLIONS
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Total Number of Accounts3,086ACCOUNTS
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Average Account Value$323,013
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