MR
ChFC
MR
ChFC

Michael Ruffing

28 Years of Experience
Durham, NC
Sells Insurance

Michael Ruffing is a ChFC-designated registered investment advisor, based in Durham, NC, with 28 years of industry experience.

Location

3100 Tower Blvd, Ste 1660, Durham, NC, 27707-6323

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a licensed insurance agent selling life, disability, and long-term care insurance, dedicating about half of his time to this activity. He also owns Financial Fitness, a podcast, and serves on the board of SAEM. Michael spends full-time hours on non-variable insurance sales through Integrated WealthCare, LLC.

Employment History
Previous Registrations
Integrated Wealthcare, LLC
June 2021 - December 2025 · 4 yrs 6 mos
Capital Wealth Management, LLC
May 2012 - September 2021 · 9 yrs 4 mos
Triad Advisors LLCBroker
March 2012 - July 2021 · 9 yrs 4 mos
NFP Securities, INC.
March 2002 - March 2012 · 10 yrs
NFP Securities, INC.Broker
September 2001 - March 2012 · 10 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
October 1999 - September 2001 · 1 yr 11 mos
Ascend Financial Services, INC.Broker
March 1997 - October 1999 · 2 yrs 7 mos
State Registrations2 states
NCTX
Advisor

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.
Michael Ruffing - Financial Advisor | TrueAdvisor