Annette Ruh
Annette Ruh is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Odessa, FL, with 19 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
Firm Size
IM Fee
Assets Under Management
Location
Odessa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annette works as an associate/employee for Montagna Wealth Management LLC, assisting a financial advisor with administrative duties. This takes about half of Annette's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Citigroup Global Markets INC.Broker
State Registrations3 states
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