Ronald Looney (CRD# 4275425) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN and has over 23 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Wayne, IN | Oct 2014 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Fort Wayne, IN | Oct 2014 - Current | 9 |
| Burton Vosmeier & Looney Financial Advisory Group | Fort Wayne, IN | Aug 2014 - Current | 9 |
| Bvl Advisors LLC | Fort Wayne, IN | Aug 2014 - Dec 2016 | 2 |
| Raymond James & Assoc., Inc. | Ft. Wayne, IN | Mar 2003 - Oct 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- IN
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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