Ronald Allison (CRD# 1708686) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in E Petersburg, PA and has over 36 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2021 - Current | 3 |
| Allianz | E. Petersburg, TX | Jan 2008 - Current | 16 |
| Century Tax & Wealth Mgmt.,llc | Petersburg, TX | Oct 2005 - Current | 18 |
| Avantax Insurance Agency, LLC | Lancaster, PA | Feb 1997 - Apr 2021 | 24 |
| Avantax Advisory Services | Lancaster, PA | Jan 1994 - Apr 2021 | 27 |
| Avantax Investment Services, Inc. | Lancaster, PA | Jul 1987 - Apr 2021 | 33 |
| Personally Owned Rental Prop | Lancaster, PA | Jan 1990 - Jan 2017 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
- PA
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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