Ronald Flohr, financial advisor Easton MD
98 score

Ronald Flohr

CRD Number: 4449737
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ronald Flohr (CRD# 4449737) is an Investment Advisor Representative working at Lpl Financial LLC in Easton, MD and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Easton, MD Sep 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Easton, MD Aug 2015 - Current 1
Lpl Easton, MD Feb 2012 - Aug 2015 3
Wye Financial And Trust Easton, MD Sep 2011 - Aug 2015 3
Pnc Wealth Management Baltimore, MD Jul 2005 - Sep 2011 6
Mercantile Brokerage Services Baltimore, MD Dec 2006 - Sep 2007 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) May 2012
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Ronald J. Flohr
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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