Ronald GattiCRD Number: 1832036
Current Firm: Allstate Financial Advisors, LLC
Ronald Gatti (CRD# 1832036) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Laguna Beach, CA and has over 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Laguna Beach Financial & Insurance Solutions, Inc.||Laguna Beach, CA||Jun 2013 - Current||3|
|Allstate Insurance Company||Long Beach, CA||Aug 2009 - Current||7|
|Axa Advisors, LLC||New York, NY||Dec 2008 - Aug 2009||< 1|
|1st Global Capital Corp.||Dallas, TX||Nov 2008 - Dec 2008||< 1|
|Woodbury Financial Services||Woodbury, MN||Aug 2008 - Oct 2008||< 1|
|Aig Retirement||Anaheim, CA||Sep 1988 - May 2008||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1997|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.