Ronald Austin, financial advisor Lafayette IN
93 score

Ronald Austin

CRD Number: 1890790
Current Firm: Clarify Wealth Management

Ronald Austin (CRD# 1890790) is an Investment Advisor Representative working at Clarify Wealth Management in Lafayette, IN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Clarify Wealth Management, Inc. Lafayette, IN Jan 2017 - Current 1
Lpl Financial, LLC Lafayette, IN Jan 2017 - Current 1
H.d. Vest Advisory Services Lafayette, IN Mar 1995 - Jan 2017 21
H.d. Vest Investment Services Lafayette, IN Oct 1988 - Jan 2017 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
Contact Info for Ronald P. Austin
Phone Number: 513-381-0001
Firm Website: http://clarifywealth.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    647
    ACCOUNTS
  • Average Account Value
    $217,929
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IL, IN, KY, OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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