Vwr Financial Advisory Services

Vwr Financial Advisory Services (CRD# 120235) is a financial advisory firm headquartered in , . They manage $12,000,000 in 218 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $55,046
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Vwr Financial Advisory Services
Showing 1 - 2 of 2 top financial advisors.
1
Michelle M. Ruddy
CRD#: 3137605
Xenia, OH
96
Wealthminder
score

Michelle Ruddy (CRD# 3137605) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Xenia, OH and has over 15 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.

2
Vincent W. Ruddy
CRD#: 1003750
Xenia, OH
71
Wealthminder
score

Vincent Ruddy (CRD# 1003750) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Xenia, OH and has over 35 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.

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