Christopher
Ruffino
Copper Beech Financial Group, LLC
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About this Advisor
Christopher Ruffino is a financial advisor based in Moorestown, New Jersey, working with Copper Beech Financial Group, LLC. Christopher has previously held positions at Lockwood Advisors Inc, The Prudential Insurance Company Of America/Pruco Securities, Vigilant Distributors, LLC, Edward Jones, American Portfolios Financial Services Inc, Copper Beech Financial Group, and Legg Mason & Co LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Christopher is part of Copper Beech Financial Group, LLC, which operates out of Moorestown, New Jersey. The firm has 1 office and 10 employees. The firm manages assets totaling $112.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, selection of other advisers, and other services. The fee structure at Copper Beech Financial Group, LLC includes asset-based, hourly, and fixed fees.
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Copper Beech Financial Group, LLC Brokerage Details
$112,554,400
10
220
$511,611
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Christopher Ruffino Work History
American Portfolios Financial Services Inc
Copper Beech Financial Group
Vigilant Distributors, LLC
Edward Jones
The Prudential Insurance Company Of America/Pruco Securities
Legg Mason& Co LLC
Lockwood Advisors Inc
Disclosures
Please visit the SEC profile of Christopher Ruffino 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 Copper Beech Financial Group, LLC
Moorestown, NJ
Moorestown, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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