Unclaimed
Ronald Lee Weatherly is a financial advisor with over 23 years of experience in the industry. He is currently registered with LPL Financial LLC and has been with the firm since 2011. Ronald has a wide range of experience, having previously worked with CUNA Brokerage Services, Inc., Edward Jones, Southtrust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is licensed to provide investment advice in multiple states and has passed a number of industry exams, including the Series 7 and Series 66. Ronald is also a business owner and serves as a non-profit board member, demonstrating his commitment to community involvement.
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
MS
05/18/2022 - Present
LPL Financial LLC (WAVELAND MS)
MS
06/03/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Waveland MS)
MS
04/20/2011 - 01/22/2014
LPL FINANCIAL LLC (DIAMONDHEAD MS)
MS
03/21/2001 - 04/25/2011
EDWARD JONES (DIAMONDHEAD MS)
AL
03/13/2000 - 04/02/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
11/02/1998 - 02/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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