JR
John W. Ruark
PATUXENT FINANCIAL PLANNING
POMPANO BEACH, FL
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CRD#: 4568395
JR
Professional summary
John William Ruark, CFP® is a registered financial advisor currently at PATUXENT FINANCIAL PLANNING, LLC located in Pompano Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John William Ruark'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®
Experience
Current
March 26, 2014 - Present
PATUXENT FINANCIAL PLANNING, LLC
RIA
CRD#: 121805
POMPANO BEACH, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(3/26/2014)
IAR
Maryland(3/10/2022)
IAR
Texas(7/14/2021)
Exams
Current Firm
PF
PATUXENT FINANCIAL PLANNING, LLC
PATUXENT FINANCIAL PLANNING, LLC
CRD#: 121805 / SEC#:
Florida
Registered Investment Advisory firm - (3/26/2014 Approved)Maryland
Registered Investment Advisory firm - (1/1/1998 Approved)Texas
Registered Investment Advisory firm - (7/6/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Pompano Beach, FL
Mailing Address
Phone number
(410) 610-2148
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 58,833,405 |
Red Flags
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