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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Alan Silva is a financial advisor with over 28 years of experience in the financial services industry. Ron is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Ron is currently registered with LPL Financial LLC and has previously worked with National Planning Corporation, Royal Alliance Associates, Inc., Hornor, Townsend & Kent, Inc., and Wells Fargo Securities Inc. Ron offers a wide range of financial services including financial planning, portfolio management, and investment advisory services.
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.
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2
CA
03/22/2021 - Present
LPL Financial LLC (CLAYTON CA)
CA
02/17/2009 - 02/11/2013
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
07/19/2000 - 03/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WALNUT CREEK CA)
PA
02/08/1996 - 07/14/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CA
07/20/1994 - 12/05/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 08/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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