Unclaimed
Ralston Davidson has been in the financial services industry since 1993. Ralston is a registered representative of LPL Financial LLC and a Registered Investment Advisor. Ralston holds the following securities licenses: Series 6, Series 7, Series 26, Series 31, and Series 63. Ralston has experience with both individual and business clients. In addition to their work with LPL Financial LLC, Ralston also works as an independent insurance agent and provides financial planning, consulting, and other non-discretionary advisory services. Ralston previously worked for IFG Network Securities, Inc. and WMA Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/13/2003 - Present
LPL Financial LLC (PEACHTREE CORNERS GA)
GA
08/29/1994 - 06/19/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
06/06/1994 - 09/01/1994
WMA SECURITIES, INC. (DULUTH GA)
FL
07/14/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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