Unclaimed Profile

Beau James Ruff

CORNERSTONE WEALTH STRATEGIES, INC.·KENNEWICK, Washington

SIE, Series 7, Series 66Clean record10 years registeredCORNERSTONE WEALTH STRATEGIES, INC.

8905 W. GAGE BLVD.,, KENNEWICK, WA 99336CRD# 6601976Firm CRD# 297491

Profile Verification

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

Identity

Beau James Ruff · KENNEWICK, WA

Registration

CRD #6601976 · CORNERSTONE WEALTH STRATEGIES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE WEALTH STRATEGIES, INC.

LPL FINANCIAL LLC

Jun 2024 – Apr 2026

KENNEWICK, WA

CORNERSTONE WEALTH STRATEGIES, INC.

Oct 2018 – Aug 2024

KENNEWICK, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Apr 2016 – Dec 2018

Kennewick, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 25, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE WEALTH STRATEGIES, INC.

CRD 297491 · SEC 801-113703

AUM

$1.0B

Regulatory assets under management

Employees

1,090 client accounts

Services offered by CORNERSTONE WEALTH STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CORNERSTONE WEALTH STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Beau James Ruff offer?

Beau James Ruff specializes in Financial Planning, Investment Management.

What are Beau James Ruff's credentials?

Beau James Ruff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beau James Ruff located?

Beau James Ruff is based in KENNEWICK, Washington, last registered with CORNERSTONE WEALTH STRATEGIES, INC..

How does Beau James Ruff charge for services?

Beau James Ruff'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 CORNERSTONE WEALTH STRATEGIES, INC.?

CORNERSTONE WEALTH STRATEGIES, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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