Douglas Ruby, financial advisor Visalia CA

Douglas Ruby

CRD Number: 1650959
Current Firm: Osaic Wealth, Inc.

Douglas Ruby (CRD# 1650959) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Visalia, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Visalia, CA Jan 2024 - Current < 1
Fortis Investors, Inc. Visalia, CA Aug 1987 - Current 36
Lewis & Associates Insurance Brokers Visalia, CA Oct 1986 - Current 37
Principal Mutual Life Insurance Co Des Moines, IA Oct 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
Contact Info for Douglas C. Ruby
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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