Ronald Petrucci (CRD# 2990976) is an Investment Advisor Representative working at Primerica Advisors in Lombard, IL and has over 26 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bms Cat | Addison, IL | Sep 2017 - Current | 6 |
| Rmp & Associates | Joliet, IL | Jan 2002 - Current | 22 |
| Pfs Investments Inc. | Lombard, IL | Nov 1997 - Current | 26 |
| Primerica Financial Services | Lombard, IL | May 1997 - Current | 26 |
| Boss - Industrial | Naperville, IL | Aug 2016 - Mar 2022 | 5 |
| Earth Stone Midwest | Schiller Park, IL | Mar 2015 - Mar 2022 | 7 |
| Midwest Snow Tech Inc. | Glendale Heights, IL | Dec 2013 - Mar 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- IL
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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