Ronald WyattCRD Number: 1941761
Current Firm: United Capital Financial Advisers
Ronald Wyatt (CRD# 1941761) is an Investment Advisor Representative working at United Capital Financial Advisers in Canonsburg, PA and has over 28 years of experience in the finance industry. Ronald Wyatt 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.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|United Capital Financial Advisers, LLC||Newport Beach, CA||Jan 2014 - Current||3|
|Jfs Wealth Advisors, LLC||Hermitage, PA||Sep 2009 - Jan 2014||4|
|Wachovia Securities, LLC||Pittsburgh, PA||Jun 2002 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management15,406MILLIONS
Total Number of Accounts48,598ACCOUNTS
Average Account Value$317,017
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV