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Ronald Bradford Burley

United Brokerage Services, Inc.

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About Ronald Bradford Burley

Ronald Burley is a Registered Representative and Investment Advisor Representative with United Brokerage Services, Inc. in Hagerstown, MD. Ronald has been in the securities industry since April 21, 2002. Ronald is licensed to provide investment advice in Maryland. Ronald has held prior positions with CAPITAL ONE INVESTMENT SERVICES LLC and CHEVY CHASE FINANCIAL SERVICES.

Firm Information

Ronald Burley is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Burley’s Registration & Firm History

MD

07/27/2012 - Present

United Brokerage Services, Inc. (Hagerstown MD)

VA

04/26/2010 - 12/09/2011

CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)

MD

08/05/2002 - 05/01/2010

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

MD

11/16/2000 - 10/16/2001

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

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Licenses & Designations

IA

Issued 12/15/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Bradford Burley.
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