Unclaimed Profile

Ruben Rene Ramirez

P3 ASSET MANAGEMENT, LLC·GIG HARBOR, Washington

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TO18 years registeredP3 ASSET MANAGEMENT, LLC

7195 WAGNER WAY NW, GIG HARBOR, WA 98335CRD# 2858155Firm CRD# 327327

Profile Verification

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

Identity

Ruben Rene Ramirez · GIG HARBOR, WA

Registration

CRD #2858155 · P3 ASSET MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

QUINT CAPITAL CORPORATION

Sep 2022 – present

FORTITUDE ADVISORY GROUP L.L.C.

Jan 2022 – present

ADVISORS ASSET MANAGEMENT, INC.

Jun 2008 – Aug 2013

BOERNE, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · June 12, 2008

Years registered · 18

Disclosure History

2019Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

P3 ASSET MANAGEMENT, LLC

CRD 327327 · SEC 801-128426

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by P3 ASSET MANAGEMENT, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at P3 ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ruben Rene Ramirez offer?

Ruben Rene Ramirez specializes in Retirement Planning, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.

What are Ruben Rene Ramirez's credentials?

Ruben Rene Ramirez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ruben Rene Ramirez located?

Ruben Rene Ramirez is based in GIG HARBOR, Washington, working with P3 ASSET MANAGEMENT, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Ruben Rene Ramirez charge for services?

Ruben Rene Ramirez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is P3 ASSET MANAGEMENT, LLC?

P3 ASSET MANAGEMENT, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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