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Donald Leonard Ruffin

Park Square Financial Group LLC

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About Donald Leonard Ruffin

Donald Ruffin has been an active financial advisor since 1999. Donald is currently registered with Park Square Financial Group LLC in Roswell, GA. Donald also has a history of working with FSC Securities Corporation, Summit Brokerage Services, Inc., and WMA Securities, Inc. In addition to his work as a financial advisor, Donald also works in real estate, and insurance. Donald has a strong record of working with both individuals and businesses, with particular experience in providing financial planning and portfolio management services. Donald is a Certified Financial Planner™ and holds a Series 6, 7, 26 and 66 securities license.

Firm Information

Donald Ruffin is currently registered with Park Square Financial Group LLC. Park Square Financial Group LLC is a registered investment advisor based in Roswell, Georgia, offering financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm manages approximately $208 million in assets and has 3 licensed agents, 6 investment advisor representatives, and 6 investment advisory functions. They also participate in a wrap fee program.
Park Square Financial Group LLC

55 PARK SQUARE

ROSWELL, GA 30075

$208.17M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Donald Ruffin’s Registration & Firm History

GA

09/16/2024 - Present

Park Square Financial Group LLC (ROSWELL GA)

GA

04/26/2006 - 09/06/2019

FSC SECURITIES CORPORATION (ROSWELL GA)

GA

02/16/2001 - 05/03/2006

SUMMIT BROKERAGE SERVICES, INC. (ROSWELL GA)

GA

04/05/1999 - 02/09/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 04/27/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/02/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Leonard Ruffin.
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