Unclaimed
Ron Linton is a financial advisor who has been in the industry since 2003. Ron is currently registered with LPL Financial LLC in North Carolina and South Carolina. Ron has previously worked with Fifth Third Securities, Inc. and AXA Advisors, LLC. Ron holds Series 66, Series 24 and SIE licenses. Ron also holds Series 7 licenses. Ron is a licensed advisor in Florida, Michigan, North Carolina, South Carolina and Virginia. Ron has a special focus on providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. In addition to financial advice, Ron also offers consulting and other non-discretionary advisory services, educational seminars, and selection of other advisers. Ron's experience and expertise make him a valuable resource for individuals and families looking for financial guidance.
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
NC
03/20/2017 - Present
LPL Financial LLC (CARY NC)
NC
07/18/2011 - 06/28/2013
FIFTH THIRD SECURITIES, INC. (RALEIGH NC)
NC
09/03/2003 - 07/13/2011
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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