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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Charles Dugan is a financial advisor registered with AmeriTrust Investment Advisors, Inc. based in Tulsa, Oklahoma. Ronald has been in the financial services industry since 2003 and has a background in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Ronald holds the Series 65, Series 66 and Series 26 licenses as well as the SIE exam. Ronald has experience working with individual clients, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees for plans are calculated on a % of net worth
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2
OK
01/16/2024 - Present
Ameritrust Investment Advisors Inc. (TULSA OK)
TX
10/04/2010 - 08/15/2016
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
WA
07/28/2003 - 08/04/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
BOTH
Issued 04/01/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/15/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
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