Alexander Evan Ruby
Investment adviser representative at Asset Planning Corporation
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$104.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Asset Planning CorporationJan 2020 to now
- Cambridge Investment Research, Inc.Jun 2016 to now
- Financial Planning Investment Group, Inc.May 2015 to now
- Florida Atlantic UniversityJun 2014 to May 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Asset Planning Corporation
$104.4MAssets managed
136Clients
2Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6500884
- Firm CRD
- 126242