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Ronald Dean Bare

Bare Wealth Advisors

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About Ronald Dean Bare

Ronald Bare is an Investment Advisor Representative at Bare Wealth Advisors, a financial advisory firm located in Gap, Pennsylvania. Ronald has been in the financial services industry since 1996 and has a wide range of experience in financial planning, investment management, and insurance. He is a Certified Financial Planner™ professional. Ronald is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. Ronald is also a trustee for his aunt and uncle's trusts, and he serves on the Board of Directors for his church.

Firm Information

Ronald Bare is currently registered with Bare Wealth Advisors. Bare Wealth Advisors is a registered investment advisor based in GAP, PA, with approximately $222,221,156 in assets under management. The firm serves high-net-worth individuals and individuals other than high-net-worth, providing financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services.
Bare Wealth Advisors

835 HOUSTON RUN DRIVE

GAP, PA 17527

$222.22M

Assets Under Management

Not reported

Total Clients

7

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Ronald Bare’s Registration & Firm History

PA

10/16/2023 - Present

Bare Wealth Advisors (GAP PA)

PA

11/12/2002 - 06/05/2024

SECURITIES AMERICA, INC. (GAP PA)

GA

05/09/2001 - 11/12/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

MA

07/22/1996 - 05/10/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

07/22/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 05/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ronald Dean Bare. Review regulatory record here.
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