Morgan Stanley
42yrs
Top advisor by experience in Visalia
23yrs
Douglas Ruby has worked in the financial industry for 23 years and is a financial advisor based in Visalia, California. Douglas has been with Osaic Wealth since 2024; before that, Douglas spent 16 years at Woodbury Financial Services. Douglas holds the ChFC designation.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
OfficeVisalia, CA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2007 – 2024Woodbury Financial Services, Inc.Previously
Questions to ask Douglas
Tailored to Douglas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Douglas
How do I contact Douglas?
Call Osaic Wealth at 800-821-5100 and ask for Douglas Ruby. Douglas works from the Visalia, CA office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.
What licenses does Douglas hold?
Series 63. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Douglas paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Douglas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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