Ronald SiskCRD Number: 4500654
Current Firm: Edelman Financial Services, LLC
Ronald Sisk (CRD# 4500654) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry. Ronald Sisk 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Ef Legacy Securities, LLC||Henrico, CA||Apr 2016 - Current||1|
|Edelman Financial Services LLC||Fairfax, VA||May 2012 - Current||5|
|Sanders Morris Harris Inc.||Houston, TX||May 2012 - Apr 2016||3|
|Tdameritrade, Inc.||San Diego, CA||Jul 2010 - May 2012||1|
|Fidelity Investments||San Diego, CA||Nov 2005 - Jul 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management14,880MILLIONS
Total Number of Accounts69,807ACCOUNTS
Average Account Value$213,159
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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