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Alexander Evan Ruby

Asset Planning Corp.

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About Alexander Evan Ruby

Alexander Evan Ruby is a financial advisor with over 7 years of experience in the financial industry. Alexander is registered with the state of Florida and is an Investment Adviser Representative of Asset Planning Corp. Alexander is also a registered representative of Financial Planning Investment Group, Inc. Alexander provides financial planning and investment management services to individuals, families, and businesses. Alexander is a Chartered Financial Consultant (ChFC).

Firm Information

Alexander Ruby is currently registered with Asset Planning Corp.. Asset Planning Corp. is a registered investment adviser located in W. PALM BEACH, FL with $90,592,841 in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for individuals. They serve high-net-worth individuals, corporations, charitable organizations, and pension plans. Their advisory services include hourly consulting and they also participate in wrap fee programs.
Asset Planning Corp.

1615 FORUM PLACE

W. PALM BEACH, FL 33401

$90.59M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Ruby’s Registration & Firm History

FL

03/02/2020 - Present

Asset Planning Corp. (W. PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 08/10/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Evan Ruby.
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