Merrill
43yrs
Top advisor by experience in Ocala
1yr
Ruby Boddie
Financial advisor at Primerica Advisors
Ruby Boddie has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Ocala, Florida. Ruby joined Primerica Advisors in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 207 advisors with offices in Ocala, and one of 193 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2206 SE 3rd Ave Suite A-2, Ocala, FL 34471
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowPFS Investments Inc.Current firm
Questions to ask Ruby
Tailored to Ruby’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Ruby
How do I contact Ruby?
Call Primerica Advisors at (833) 786-0550 and ask for Ruby Boddie. Ruby works from the Ocala, FL office.
How long has Ruby been a financial advisor?
Ruby has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Ruby hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ruby a fiduciary?
Ruby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ruby paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Ruby 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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