Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Gordon Whitley is a registered investment advisor representative with Acorn Financial Advisory Services, Inc. located in Alexandria, VA. Ronald has been in the industry for more than 25 years and holds Series 7, 63 and 66 securities licenses. Ronald is also licensed in Virginia and Texas. Ronald is a financial professional dedicated to providing comprehensive financial planning and investment management services to individuals and families. Acorn Financial Advisory Services, Inc. offers a variety of services including financial planning, portfolio management, and sub-advisory services for other registered investment advisors. Acorn Financial Advisory Services, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC) and has approximately $1 Billion to $10 Billion in assets under management.
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.
Subadvisory portfolio management services other registered investment advisers
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.
A percentage of assets managed via a subadvisory arrangement
1
2
VA
11/30/2017 - Present
Acorn Financial Advisory Services, Inc. (Alexandria VA)
GA
06/21/1995 - 12/31/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 11/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ronald Whitley is the right advisor for you? Invested Better is here to help.
