AR
CFP
AR
CFP

Angela Ruddock

31 Years of Experience
Rockport, TX
BrokerSells Insurance

Angela Ruddock is a CFP-designated registered investment advisor, based in Rockport, TX, with 31 years of industry experience.

Location

1002 East Main St., Rockport, TX, 78382

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Angela is an advisory representative of an RIA, spending full-time hours in this role. She is also an independent insurance agent and founder of Legacy Wealth Partners LLC, as well as being involved in several volunteer and ownership roles.

Employment History
Current Registrations
Cambridge Investment Research, INC.
December 2023 - Present · 2 yrs 9 mos
Cambridge Investment Research, INC.Broker
December 2023 - Present · 2 yrs 9 mos
Cambridge Investment Research Advisors, INC.
December 2023 - Present · 2 yrs 9 mos
Previous Registrations
Symphonic Securities LLCBroker
June 2006 - December 2023 · 17 yrs 6 mos
Symphonic Financial Advisors LLC
November 2005 - December 2023 · 18 yrs 1 mo
Rim Securities LLCBroker
November 2005 - December 2007 · 2 yrs 1 mo
Waddell & Reed, INC.Broker
March 1995 - November 2005 · 10 yrs 8 mos
Waddell & Reed, INC.
March 1995 - November 2005 · 10 yrs 8 mos
State Registrations12 states
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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.