Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lewis Poindexter is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Ronald has been in the financial industry since 1984, and has experience working with various financial institutions including CETERA ADVISORS LLC, IFG NETWORK SECURITIES, INC., MML INVESTORS SERVICES, INC., and HL SECURITIES, INC. Ronald has earned several professional designations, including the Chartered Financial Consultant, and holds licenses in several states. Ronald's specialties include financial planning, portfolio management, and pension consulting. Ronald is also involved in the community and has served on a number of boards and committees.
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
VA
07/31/2018 - Present
LPL Financial LLC (ASHLAND VA)
VA
01/01/2004 - 08/15/2018
CETERA ADVISORS LLC (RICHMOND VA)
GA
04/03/2000 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MA
03/29/1985 - 04/17/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/08/1984 - 05/02/1985
HL SECURITIES, INC.
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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