Ronald WilliamsonCRD Number: 4502051
Current Firm: Partnervest Advisory Services LLC
Ronald Williamson (CRD# 4502051) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Binghamton, NY and has over 14 years of experience in the finance industry. Ronald Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Berk Cleveland Rathmell Wealth Strategies, LLC
Ambassador Advisors, LLC
Columbia Ridge Capital Management
|Partnervest Advisory Services LLC||Santa Barbara, CA||Mar 2009 - Current||8|
|Covenant Wealth Advisors, LLC||Vestal, NY||Oct 2004 - Current||12|
|Sorrento Pacific Financial, LLC||Vestal, NY||Jul 2009 - Nov 2009||< 1|
|Partnervest Securities Inc.||Santa Barbara, CA||Mar 2009 - Jul 2009||< 1|
|Stone House Wealth Management, LLC||Montrose, PA||May 2007 - Mar 2009||1|
|Stone House Wealth Management||Vestal, NY||Oct 2004 - Mar 2009||4|
|Axa Advisors||Vestal, NY||Apr 2002 - May 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management514MILLIONS
Total Number of Accounts2,359ACCOUNTS
Average Account Value$217,761
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.