Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Murphy is a financial advisor based in Larkspur, CA. Ronald has over 30 years of experience in the financial services industry, holding both broker-dealer and investment advisor registrations. Ronald is a Registered Representative of THE Strategic Financial Alliance, Inc. and has been associated with the firm since 2003. Ronald specializes in providing financial planning, portfolio management, and educational seminars. Ronald is a Chartered Financial Consultant and has a wide range of experience working with individual clients, corporations, and other businesses.
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.
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.
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2
CA
01/02/2004 - Present
THE Strategic Financial Alliance, Inc. (LARKSPUR CA)
GA
09/15/1992 - 11/18/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
08/08/1981 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
11/02/1970 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 01/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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