Unclaimed
Ronald Lynn Gay is a financial advisor with Cambridge Investment Research Advisors, Inc. Ronald has been in the financial industry since June 9, 2009. Ronald has Series 7, 66 and SIE registrations. Ronald is registered in Arkansas, Kentucky, Louisiana, New Mexico, Oklahoma and Texas. Ronald also has a registration for Investment Advisor in Texas. Ronald has experience at Calton & Associates, Inc. and IMS Securities, Inc. Ronald has been associated with Cambridge Investment Research Advisors, Inc. since November 20, 2017. Ronald's firm is located in Fairfield, Iowa. Ronald is a Registered Representative of Cambridge Investment Research, Inc. Ronald is an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Ronald is a registered investment advisor. Ronald provides financial planning, educational seminars, portfolio management for individuals, portfolio management for businesses, pension consulting, selection of other advisors, market timing services and other services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
11/20/2017 - Present
Cambridge Investment Research Advisors, Inc. (College Station TX)
TX
11/13/2017 - 11/21/2017
CALTON & ASSOCIATES, INC. (College Station TX)
TX
06/10/2009 - 11/09/2017
IMS SECURITIES, INC. (COLLEGE STATION TX)
BOTH
Issued 07/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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