Mark Ruby
Mark Ruby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Akron, OH, 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
350 Springside Drive, Suite 101, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is an associate/employee at Five Ruby's LLC and an independent contractor/owner at Momentum Wealth Partners. He spends about a quarter to half of his time at Five Ruby's LLC and more than half his time at Momentum Wealth Partners.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 states
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