Ronald LedferdCRD Number: 4556404
Current Firm: Ubs Financial Services Inc.
Ronald Ledferd (CRD# 4556404) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 14 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Ubs Financial Services, Inc.||Indian Wells, CA||Apr 2016 - Current||1|
|Wells Fargo Advisors LLC||La Quinta, CA||Jan 2011 - Jan 2016||5|
|Wells Fargo Bank||Palm Springs, CA||May 2005 - Jan 2014||8|
|Wells Fargo Investments, LLC||La Quinta, CA||Jun 2005 - Jan 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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