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 15 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||13|
|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
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