Ruth Sully

Director, Financial Planning at Edelman Financial Services

Ruth Sully's Professional Contact Details

Email (Verified)
****@edelmanfinancial.com
HQ
(888) 752-6742
Location
California, US
Company
Edelman Financial Services
Person Seniority
director
Person Functions
finance

Ruth Sully's Current Company Details

Ric Edelman, three times ranked the #1 Independent Financial Advisor by Barron's, is Founder and Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investmen...
Ric Edelman, three times ranked the #1 Independent Financial Advisor by Barron's, is Founder and Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC. *According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." Only advisors who apply are ranked. "The Top 100 Independent Financial Advisors" was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman,Chairman and CEO of Edelman Financial Services, LLC ("EFS"), a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC ("EFLS"), an affiliated broker/dealer and member FINRA/SIPC.
Founded Year
1987
Organization Website
edelmanfinancial.com
Organization Languages
English
Organization Revenue
172000
Alexa Ranking
426143
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Job Functions

Finance
Marketing
Business Development
Human Resources
Operations
Information Technology
Accounting
Engineering
Media And Commmunication
Support
Legal
Consulting
Entrepreneurship
Arts And Design
Data Science
financial planning
iras
investment management
401k rollovers
retirement planning
finance
financial services
financial advising
investing

Ruth Sully's Work History and Education

Edelman Financial Services
Director, Financial Planning
2013 - Present

Colleagues at Edelman Financial Services

Customer Service Assoc. II
Senior Client Service Associate
Planner Resources Admin.
Associate Director
Associate Director, Financial Planning

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