Ronnie Kidd (CRD# 2286371) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 31 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Efficient Advisors, LLC | Cincinnati, OH | Aug 2020 - Current | 3 |
Sowell Management Services | North Little Rock, AR | Mar 2019 - Current | 5 |
Matson Money, Inc. | Mason, OH | Jan 2017 - Current | 7 |
Generations Investment Advisors, LLC | High Point, NC | Aug 2006 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1992 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management19,647MILLIONS
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Total Number of Accounts30,605ACCOUNTS
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Average Account Value$641,967
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, VT, WA, WI, WV, WY
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