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Larry George Ruble

Osaic Wealth, Inc.

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About Larry George Ruble

Larry Ruble is a financial advisor with over 40 years of experience in the industry. Larry is currently registered with Osaic Wealth, Inc. and has been with them since November 2018. Previously, Larry was associated with Signator Investors, Inc., Transamerica Financial Advisors, Inc, ProEquities, Inc., Advantage Capital Corporation, Jefferson Pilot Securities Corporation, Jefferson-Pilot Investor Services, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Larry holds the Series 63 and Series 65 licenses, as well as the Series 7, Series 1, and SIE licenses. Larry is also a Chartered Financial Consultant. Larry specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Larry Ruble is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Larry Ruble’s Registration & Firm History

IN

11/02/2018 - Present

Osaic Wealth, Inc. (YORKTOWN IN)

IN

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (YORKTOWN IN)

IN

09/21/2000 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (YORKTOWN IN)

AL

09/25/1998 - 09/28/2000

PROEQUITIES, INC. (BIRMINGHAM AL)

GA

05/27/1998 - 09/25/1998

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

IN

10/01/1997 - 05/26/1998

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

IN

12/14/1994 - 10/01/1997

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

NY

10/20/1980 - 12/13/1994

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

06/17/1980 - 12/13/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 06/09/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larry George Ruble.
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