Michelle Ruddy (CRD# 3137605) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Beavercreek, OH and has over 22 years of experience in the finance industry. Michelle Ruddy 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# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson, TN | Sep 2020 - Current | 3 |
| Securities Service Network, Inc. | Beaver Creek, OH | Oct 1998 - Aug 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
- OH
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$115,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Market timing services
LA, OH, TX
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