Donald
Ruffin

Park Square Financial Group LLC

CRD#1594696
Investment Advisor
in Roswell, GA

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About this Advisor

Donald Ruffin is a financial advisor based in Roswell, Georgia, working with Park Square Financial Group LLC. Donald has previously held positions at Donald L Ruffin, Midtown 86 Properties, LLC, Fsc Securities, Lion Street Financial, Csenge Advisory Group, LLC, and Park Square Financial Group, LLC. Donald has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Donald is part of Park Square Financial Group LLC, which operates out of Roswell, Georgia. The firm has 2 offices and 8 employees. The firm manages assets totaling $208.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Park Square Financial Group LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Park Square Ste 103
Roswell, GA 30075

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Park Square Financial Group LLC Brokerage Details

Total Assets Under Management

$208,169,989

GA Average: $3,570,121,308
Total Number of Employees

8

GA Average: 58
Total Number of Accounts

736

GA Average: 1,608
Average Account Size

$282,840

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Donald Ruffin Work History

2024 - Present (1 year)

Park Square Financial Group, LLC

2006 - Present (19 years)

Park Square Financial Group, LLC

1995 - Present (30 years)

Donald L Ruffin

1986 - Present (39 years)

Midtown 86 Properties , LLC

2019 - 2024 (5 years)

Lion Street Financial

2019 - 2024 (5 years)

Csenge Advisory Group, LLC

2006 - 2019 (13 years)

Fsc Securities

Disclosures

Please visit the SEC profile of Donald Ruffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Square Financial Group LLC

Kaila Brooks
Roswell, GA
Sarah Wilson
Roswell, GA
Jerry Swiney
Hoover, AL
Gary Burger
Roswell, GA
Dennis Hinton
Roswell, GA
Donald Ruffin
Roswell, GA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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