Five Star award winner Angela Allen Ruddock, AWMA®, CDFA®

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Greater Texas Five Star award winner
            
            PROFESSIONAL PROFILE
                            
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Angela Allen Ruddock, AWMA®, CDFA®CERTIFIED FINANCIAL PLANNER™
Legacy Wealth Partners, LLC
1002 E Main Street
Rockport, TX 78382
Office: 361-729-2977
Cell: 361-688-3177
angela@legacyrockport.com
www.mylegacywealthpartner.com
Professional ApproachLegacy Wealth Partners is a different kind of financial services firm. Instead of starting with your assets, we start with your goals and values. What do you hope to achieve in life? What does your retirement look like? And what do you hope to leave to the next generation?
Only by understanding who you are can we plan for your future in a holistic, comprehensive way that incorporates the latest investment management methodologies.
In a world that moves too fast, take the time to do what’s right with Legacy Wealth Partners.

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                        This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/30/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1855 Greater Texas-area wealth managers were considered for the award; 81 (4 % of candidates) were named 2025 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,907, 94, 5%, 7/1/24, 10/10/23 - 4/30/24;  2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23;  2022: 2,649, 82, 3%. 
                    
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Legacy Wealth Partners, LLC are not affiliated.

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.