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Ronald Jacob Dawson

Legacy Wealth Management Group, Inc.

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About Ronald Jacob Dawson

Ronald Dawson is an investment advisor representative associated with Legacy Wealth Management Group, Inc. He is a registered investment advisor in Virginia and Texas. Ronald Dawson's experience in the financial industry includes prior employment with Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Ronald Dawson has passed the Series 6, Series 7 and Series 65 exams. He has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisers. Ronald Dawson also owns and operates Legacy Auditorium, LLC, a business that provides rental space for various organizations.

Firm Information

Ronald Dawson is currently registered with Legacy Wealth Management Group, Inc.. Legacy Wealth Management Group, Inc. is an investment advisor located in LYNCHBURG, VA. They manage approximately $207,670,000 in regulatory assets and provide financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They also participate in wrap fee programs.
Legacy Wealth Management Group, Inc.

1971 ENGLISH TAVERN ROAD

LYNCHBURG, VA 24501

$207.67M

Assets Under Management

116

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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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 Dawson’s Registration & Firm History

VA

08/16/2022 - Present

Legacy Wealth Management Group, Inc. (LYNCHBURG VA)

VA

08/10/2016 - 12/27/2016

WADDELL & REED (LYNCHBURG VA)

VA

02/10/2009 - 07/27/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNCHBURG VA)

VA

11/14/2007 - 11/14/2008

WACHOVIA SECURITIES, LLC (LYNCHBURG VA)

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Licenses & Designations

IA

Issued 04/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/13/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Ronald Jacob Dawson. Review regulatory record here.
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