Rene Alejandro Ruiz

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Nexus Financial Solutions
  San Antonio, TX
• 06/2012 → Present
  Cambridge Invesment Research, Inc
  Fairfield, IA
• 06/2012 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2010-07-21 → 2012-07-05
  Transamerica Financial Advisors, Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) RENE A RUIZ, 8303 LAURELHURST, SAN ANTONIO, TX, 06/2020, AGENT, REFERRALS, NIR, 1 HR/MO, 0 HR/MO TRADING. 2) RENE A RUIZ, 8303 LAURELHURST, SAN ANTONIO, TX, 04/2019, OWNER, TAX SERVICE, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) ELITE BENEFITS, 8303 LAURELHURST, SAN ANTONIO, TX, 04/2019, AGENT, REFERRALS, NIR, 2 HR/MO, 0 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) NEXUS PHOTOGENICS:RENE ALEJANDRO PHOTOGRAPHY, 8303 LAURELHURST, SAN ANTONIO TX, 04/2010, PHOTOGRAPHER, NIR, 12 HR/MO, 0 HR/MO TRADING. 6) RENE A RUIZ, 8303 LAURELHURST, SAN ANTONIO, TX, 06/2006, OWNER, REAL ESTATE, NIR, 0 HR/MO, 0 HR/MO TRADING. 7) NEXUS FINANCIAL SOLUTIONS, 8303 LAURELHURST, SAN ANTONIO, TX, 06/2012, IAR, DBA, INV REL, 30 HR/MO, 30 HR/MO TRADING. 8) NEXUS FINANCIAL SOLUTIONS, 8303 LAURELHURST, SAN ANTONIO, TX, 06/2009, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 160 HR/MO, 160 HR/MO TRADING. 9) NEXUS RETIREMENT STRATEGIES, 8303 Laurelhurst, San Antonio TX 78209, United States, 09/01/2025, Investment Advisor Representative, DBA Name, NIR, 150 HR/MO - 150 HR/MO TRADING 10) CHRIST LUTHERAN CHURCH OF ALAMO HEIGHTS, 8303 Laurelhurst, San Antonio TX 78209, United States, 05/18/2026, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 4 HR/MO - 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-07

Designations

• Chartered Financial Consultant