Unclaimed
Ronald Fair Paull is a financial advisor with over 25 years of experience in the industry. Ronald currently works with Cambridge Investment Research Advisors, Inc. in Scott Twp., Pennsylvania, where he has been employed since 2015. Ronald has previously worked with several other firms, including LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC. and FRANKLIN FINANCIAL SERVICES CORPORATION. Ronald holds licenses in several states, including Pennsylvania, Texas, Alaska, Florida, Illinois, New Jersey, New York, North Carolina, South Carolina, and Virginia. Ronald provides financial planning services to individuals, businesses, and charitable organizations. Ronald has also served as a volunteer teacher, and holds a variety of other business interests including beekeeping, lawn care, and training. Ronald provides financial planning services to individuals, businesses, and charitable organizations.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
09/10/2015 - Present
Cambridge Investment Research Advisors, Inc. (Scott Twp. PA)
PA
07/31/2012 - 08/14/2015
LPL FINANCIAL LLC (OLYPHANT PA)
PA
12/15/2008 - 07/31/2012
NATIONAL PLANNING CORPORATION (OLYPHANT PA)
PA
10/31/2005 - 12/17/2008
AIG FINANCIAL ADVISORS, INC. (OLYPHANT PA)
AZ
03/12/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
11/06/1997 - 03/14/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 05/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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