Gregory Ruley
Advisor at Mariner Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Mariner Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74136
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Gregory Ruley is a financial advisor with LPL Financial in Tulsa, OK, holding a CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has worked at firms including VOYA Financial Advisors and Mariner Independent Advisor Network, LLC. He is also involved with Ruley Financial Group LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on Mariner Advisor Network
Based on Mariner Advisor Network
Fixed fees for financial planning typically range from $2,500 to $50,000 depending on complexity.
0.4% to 2.75% (negotiable, depending on platform, service, and IAR discretion)
Certain IARs are licensed insurance agents and receive commissions on sales; commissions also received from mutual funds and securities sold through LPL.
Hourly consulting rates range from $100 to $400 per hour depending on advisor experience.
Subscription (flexible payment) financial planning fees billed monthly, quarterly, or bi-annually using AdvicePay platform.
Account minimum: $5,000 Fee-only: Consulting and Financial Planning Services fees are negotiable; fixed fees typically range from $2,500 to $50,000; hourly rates $100 to $400 per hour; subscription fees available.
2431 E. 61st Street, Suite 305
Tulsa, OK 74136
Oklahoma · Texas
Mariner Independent Advisor Network, LLC
2021 - Present (5 years)
LPL Financial
2021 - Present (5 years)
VOYA Financial Advisors
2014 - 2021 (7 years)
Ruley Financial Group Llc
2011 - Present (15 years)
Jim Ruley & Co Inc
1996 - Present (30 years)
Fred Daniel & Sons Inc
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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