Claim Profile
DR

Donald Leonard Ruffin

PARK SQUARE FINANCIAL GROUP, LLC·ROSWELL, Georgia
Unclaimed Profile
55 PARK SQUARE, ROSWELL, GA 30075CRD# 1594696Firm CRD# 332268
01

About

Donald Leonard Ruffin is a registered financial advisor based in ROSWELL, Georgia, affiliated with PARK SQUARE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARK SQUARE FINANCIAL GROUP, LLC
PARK SQUARE FINANCIAL GROUP LLC
AUM
$108M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1594696
Firm CRD# 332268
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSWELL?

Browse all registered financial advisors in ROSWELL, Georgia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Donald Leonard Ruffin offer?
Donald Leonard Ruffin specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Donald Leonard Ruffin's credentials?
Donald Leonard Ruffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Leonard Ruffin located?
Donald Leonard Ruffin is based in ROSWELL, Georgia, working with PARK SQUARE FINANCIAL GROUP, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Donald Leonard Ruffin charge for services?
Donald Leonard Ruffin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARK SQUARE FINANCIAL GROUP, LLC?
PARK SQUARE FINANCIAL GROUP, LLC has approximately 8 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty