Vincent Ruddy, financial advisor Beavercreek OH

Vincent Ruddy

CRD Number: 1003750
Current Firm: Vwr Financial Advisory Services

Vincent Ruddy (CRD# 1003750) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Beavercreek, OH and has over 42 years of experience in the finance industry. Vincent 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.

Similar Advisors
Brian Tegtmeyer, financial advisor Beavercreek OH
Brian M. Tegtmeyer
CRD# 7298322
Truly Prosper Financial Planning LLC
Similar Advisors
Michael Abbinante, financial advisor Beavercreek OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Beavercreek OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Silver Oak Securities, Inc. Jackson, TN Sep 2020 - Current 3
Securities Service Network, Inc. Beaver Creek, OH May 1989 - Aug 2020 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Vincent W. Ruddy
Phone Number: 937-427-1227
Registered State(s):
  • LA
  • OH
  • TX
Current Firm Details
Vwr Financial Advisory Services
Firm's CRD Number: 120235
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $115,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States

LA, OH, TX

Ready to hire a financial advisor? Get competitive proposals from Vincent Ruddy and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.