Holly Ruckel is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.
Location
Two Barton Skyway, 1601 South MoPac Expressway, Suit, Austin, TX, 78746
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Holly is a fixed insurance agent/broker with North Star Resource Group since 2019, offering group/employee benefits and fixed insurance options. This takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
August 2021 - August 2023 · 2 yrs
Securian Financial Services, INC.Broker
April 2021 - August 2023 · 2 yrs 4 mos
Cri Securities, LLCBroker
April 2021 - October 2021 · 6 mos
State Registrations21 states
AZCACTDCFLGAILMAMDMEMINJNVNYOHORPATXVAWAWI
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.