Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Herron is a financial advisor currently registered with LPL Financial LLC. Ronald has been in the financial industry since March 5, 2016, with past experience at Avantax Investment Services, INC. and 1ST GLOBAL CAPITAL CORP. Ronald has passed Series 7, 24, 66 and SIE exams. Ronald specializes in providing a variety of advisory services, including financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars and selection of other advisors. Ronald works with individual clients, corporations, high-net-worth individuals, charitable organizations and pension and profit-sharing plans. Ronald has offices located in Austin and Garland, Texas.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
02/13/2025 - Present
LPL Financial LLC (AUSTIN TX)
TX
10/25/2019 - 02/14/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
11/05/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 04/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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