CR
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Clay Rucker
40 Years of Experience
Atlanta, GA
1 DisclosureBroker
Clay Rucker is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2017Settled
Other Business Activities
Clay serves on the advisory board of the Finance Committee for the Church of the Incarnation, reviewing financials and making recommendations. This takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2003 - Present · 22 yrs 11 mos
Raymond James & Associates, INC.
July 1997 - Present · 28 yrs 10 mos
Raymond James & Associates, INC.Broker
July 1997 - Present · 28 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
October 1994 - June 1997 · 2 yrs 8 mos
Alex. Brown & Sons IncorporatedBroker
September 1992 - October 1994 · 2 yrs 1 mo
Bear, Stearns & CO. INC.Broker
May 1991 - September 1992 · 1 yr 4 mos
Lehman Brothers INC.Broker
November 1988 - May 1991 · 2 yrs 6 mos
The Robinson-Humphrey Company INC.Broker
March 1985 - November 1988 · 3 yrs 8 mos
State Registrations19 states
ALCACOCTDCFLGAIDMIMNNCNJNVNYOHSCTXVAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.