Unclaimed Profile

Donald Leonard Ruffin

PARK SQUARE FINANCIAL GROUP, LLC·ROSWELL, Georgia

SIE, Series 6, Series 7, Series 26, Series 66CFPClean record20 years registeredPARK SQUARE FINANCIAL GROUP, LLC

55 PARK SQUARE, ROSWELL, GA 30075CRD# 1594696Firm CRD# 332268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Leonard Ruffin · ROSWELL, GA

Registration

CRD #1594696 · PARK SQUARE FINANCIAL GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PARK SQUARE FINANCIAL GROUP LLC

Sep 2024 – present

CSENGE ADVISORY GROUP, LLC

Sep 2019 – Sep 2024

Roswell, GA

FSC SECURITIES CORPORATION

May 2006 – Sep 2019

ROSWELL, GA

SUMMIT FINANCIAL GROUP INC

Jan 2006 – May 2006

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 66

Registration record

First registered · January 18, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARK SQUARE FINANCIAL GROUP, LLC

CRD 332268 · SEC 801-131121

AUM

$108M

Regulatory assets under management

Employees

409 client accounts

Services offered by PARK SQUARE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARK SQUARE FINANCIAL GROUP, LLC →

Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROSWELL?

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

Browse ROSWELL Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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 →