Unclaimed
Angela Ruddock is a financial advisor with Cambridge Investment Research Advisors, Inc. Angela has been working in the financial industry since 1995, She is licensed to provide financial services in several states and has a broad range of experience in providing financial advice. Angela is dedicated to helping her clients achieve their financial goals through investment planning and management. She is also committed to building strong relationships with her clients, and she takes the time to understand their individual needs and goals. Angela is a Certified Financial Planner and has held positions at a number of other financial firms in addition to her current role at Cambridge Investment Research Advisors, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
12/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Rockport TX)
TX
06/29/2006 - 12/04/2023
SYMPHONIC SECURITIES LLC (ROCKPORT TX)
TX
11/23/2005 - 12/31/2007
RIM SECURITIES LLC (ROCKPORT TX)
TX
03/16/1995 - 11/30/2005
WADDELL & REED, INC. (ROCKPORT TX)
BC
Issued 03/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Ruddock is the right advisor for you? Invested Better is here to help.