Randall RuggaardCRD Number: 1028988
Current Firm: Ruggaard & Associates, Inc.
Randall Ruggaard (CRD# 1028988) is an Investment Advisor Representative working at Ruggaard & Associates, Inc. in Twinsburg, OH and has over 30 years of experience in the finance industry. Randall Ruggaard 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.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Ruggaard & Associates||Twinsburg, OH||Jan 1993 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
Total Assets Under Management164MILLIONS
Total Number of Accounts422ACCOUNTS
Average Account Value$387,705
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses