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Michael Shayne Ruffing

INTEGRATED WEALTHCARE, LLC·DURHAM, North Carolina
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record24 years registeredINTEGRATED WEALTHCARE, LLC
3100 TOWER BLVD, DURHAM, NC 27707-6323CRD# 2864005Firm CRD# 312929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Shayne Ruffing · DURHAM, NC
Registration
CRD #2864005 · INTEGRATED WEALTHCARE, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED WEALTHCARE, LLC
Jun 2021 – present
CAPITAL WEALTH MANAGEMENT, LLC
May 2012 – Sep 2021
WEST WARWICK, RI
NFP SECURITIES, INC.
Mar 2002 – Mar 2012
DURHAM, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · March 14, 2002
Years registered · 24
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED WEALTHCARE, LLC
CRD 312929 · SEC 801-121522
AUM
$118M
Regulatory assets under management
Employees
6
404 client accounts
Services offered by INTEGRATED WEALTHCARE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRATED WEALTHCARE, LLC →
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05

Frequently Asked Questions

What services does Michael Shayne Ruffing offer?
Michael Shayne Ruffing specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Michael Shayne Ruffing's credentials?
Michael Shayne Ruffing holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Shayne Ruffing located?
Michael Shayne Ruffing is based in DURHAM, North Carolina, working with INTEGRATED WEALTHCARE, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Michael Shayne Ruffing charge for services?
Michael Shayne Ruffing'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 INTEGRATED WEALTHCARE, LLC?
INTEGRATED WEALTHCARE, LLC has approximately 6 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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