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Ronald Christopher Whited

Wealthtrak Advisors

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About Ronald Christopher Whited

Ronald Whited is an investment advisor representative with Wealthtrak Advisors, LLC. Ronald has been in the securities industry since 1994. Ronald is registered with FINRA as a general securities representative and has also passed the Series 6, Series 63, Series 65 and Series 99 exams. Ronald specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Ronald Whited is currently registered with Wealthtrak Advisors. Wealthtrak Advisors is a Virginia Beach, VA-based investment advisory firm with 5 licensed agents, 5 investment advisor representatives, and 2 registered representatives. They manage approximately $140.6 million in assets, primarily for individuals, corporations, and charitable organizations. They offer financial planning, pension consulting, and portfolio management services.
Wealthtrak Advisors

4536 BONNEY ROAD

VIRGINIA BEACH, VA 23462

$140.63M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ronald Whited’s Registration & Firm History

VA

04/02/2012 - Present

Wealthtrak Advisors (VIRGINIA BEACH VA)

VA

05/30/2008 - 08/01/2014

FIRST ALLIED SECURITIES, INC. (VIRGINIA BEACH VA)

VA

08/23/1994 - 05/30/2008

FFP SECURITIES, INC. (CHESAPEAKE VA)

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Licenses & Designations

IA

Issued 09/23/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/22/1994

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 Christopher Whited.
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