Keith Ruckman
Keith Ruckman is a registered investment advisor at Stonex Advisors INC., based in Bridgeport, WV, with 31 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
Bridgeport, WV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith operates Integra Financial Services LLC as a sole proprietor, where he executes trades, monitors portfolios, researches securities, and sells insurance products. He also volunteers with The Gideons International, placing bibles and testaments, dedicating minimal time to this activity.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Capital Securities of America, INC.
Capital Securities of America, INC.Broker
A. G. Edwards & Sons, INC.Broker
Walnut Street Securities, INC.Broker
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 states
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.