William Ruffell is a registered investment advisor at Murray Ruffell, based in Ponte Vedra, FL, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$14.3M
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Location
Ponte Vedra, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Murray Ruffell
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Raymond James Financial Services
July 2004 - January 2005 · 6 mos
VALIC Financial Advisors, INC.
April 2003 - September 2003 · 5 mos
State Registrations1 state
FL
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.