Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Billings Ruleman has been in the financial services industry since 1987. Mark is currently registered with Independent Financial Group, LLC in Memphis, TN. Mark is a Registered Representative and Investment Advisor Representative and has the following licenses: Series 7, 63, 65, 9, 10, and 30. Prior to joining Independent Financial Group, LLC, Mark worked at CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., PAINEWEBBER INCORPORATED, J.C. BRADFORD & CO., and THE ROBINSON-HUMPHREY COMPANY INC.. Mark specializes in providing financial planning, portfolio management, and retirement planning services to individuals, corporations, and charitable organizations.
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.
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.
1
2
TN
01/01/2025 - Present
Independent Financial Group, LLC (MEMPHIS TN)
TN
11/01/2017 - 11/01/2019
CETERA ADVISOR NETWORKS LLC (MEMPHIS TN)
TN
10/07/2011 - 11/01/2017
GIRARD SECURITIES, INC. (MEMPHIS TN)
TN
04/23/2004 - 10/03/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (MEMPHIS TN)
FL
03/31/1999 - 05/06/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
08/05/1994 - 04/19/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/16/1992 - 08/24/1994
J.C. BRADFORD & CO. (NEW YORK NY)
GA
03/25/1987 - 12/03/1992
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2000
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Ruleman is the right advisor for you? Invested Better is here to help.
