Becky W. Ruthven
CSENGE ADVISORY GROUP
Houston, TX
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CRD#: 2305209
Professional summary
Becky Wilder Ruthven, CFP®, who also goes by Becky Louise Wilder, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Houston, Texas and INTEGRITY ALLIANCE, LLC. located in Houston, Texas.
Becky is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Becky has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Becky Louise Wilder
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BECKY WILDER RUTHVEN, CFP, YES, OWNER, HOUSTON, TX 2002 to PRESENT REVIEW LIFE INSURANCE AND LONG TERM CARE INSURANCE NEEDS AND DO COMPARATIVE ANALYSIS FOR PRESENTING TO CLIENTS. 2) WILDER RUTHVEN ADVISORS, LLC POSITION: Sole Member INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: START DATE: 01/01/2017 to PRESENT DBA only and handles no business transactions. 3) CSENGE ADVISORY GROUP POSITION: Financial Advisor NATURE: Investment and advisory services. Insurance services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2021 ADDRESS: 4328 W Alabama St, Houston TX 77027, United States DESCRIPTION: Invest in stocks, bonds, etfs and mutual funds. Provide financial planning services. Provide insurance (whole, term, LTC) and fixed annuities. 4) WEALTH STRATEGIES, LLC POSITION: Financial Advisor NATURE: Help clients with planning for their financial needs. Provide insurance services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2021 ADDRESS: 4328 W Alabama St, Houston, TX 77027, Houston TX 77027, United States DESCRIPTION: Invest in stocks, bonds, etfs, mutual funds. Provide financial planning services Provide insurance (whole, term, LTC) and fixed annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Becky Wilder Ruthven's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
May 6, 2021 - Present
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
Houston, TX
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
RIA
BD
CRD#: 139627
HOUSTON, TX
Past
April 30, 2021 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
HOUSTON, TX
Past
September 9, 2002 - May 4, 2021
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
HOUSTON, TX
Past
July 24, 2002 - May 4, 2021
FSC SECURITIES CORPORATION
BD
CRD#: 7461
HOUSTON, TX
Past
April 12, 2002 - July 2, 2002
ONE FINANCIAL SECURITIES, LTD.
BD
CRD#: 104282
NEW ORLEANS, LA
Past
January 5, 2000 - April 9, 2002
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
December 17, 1992 - February 17, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/3/2025)
RR
Connecticut(11/3/2025)
RR
Massachusetts(11/3/2025)
RR
North Carolina(11/3/2025)
RR
Pennsylvania(11/3/2025)
IAR
Texas(5/6/2021)
RR
Texas(11/3/2025)
RR
Virginia(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
