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Ruth Fant

4 Years of Experience
Chattanooga, TN
Broker

Ruth Fant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6150 Shallowford Road, Suite 106, Chattanooga, TN, 37421

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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 Activities

Ruth is a business owner at Colours By Design, Inc, dedicating a few hours per week to bookkeeping and administrative tasks. She also works at True North Advisors, LLC as an associate/employee and financial advisor, taking about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
February 2002 - October 2003 · 1 yr 8 mos
Charles Schwab & CO., INC.Broker
April 2001 - October 2003 · 2 yrs 6 mos
State Registrations25 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.