Unclaimed
Rondol Davidson is a financial advisor currently associated with LPL Financial LLC in GREENSBORO, NC. Rondol has been working in the financial services industry since 1984. Rondol has passed the Series 6, Series 63, Series 65 and SIE exams. In addition to LPL Financial LLC, Rondol has previous experience with Lincoln Financial Securities Corporation, Capital Brokerage Corporation and Forth Financial Securities, Corporation.
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
NC
09/19/2019 - Present
LPL Financial LLC (GREENSBORO NC)
NC
01/03/2004 - 09/20/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
VA
12/01/1997 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
10/30/1984 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 09/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rondol Davidson is the right advisor for you? Invested Better is here to help.