Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.
As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners. My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated. With over 20 years of business success my purpose is to thoroughly comprehend my clients’ financial priorities, to earn their trust, and help guide them to their ultimate goal.
I look forward to helping you and your family achieves whatever goals you set now, and in the future.
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rampart Wealth Management, LLC | Gilford, NH | Feb 2019 - Current | 5 |
| Sole Proprietor | Gilford, NH | Jul 2014 - Current | 9 |
| Cetera Advisor Networks LLC | Gilford, NH | Sep 2019 - Feb 2020 | < 1 |
| Summit Financial Group Inc. | Gilford, NH | Apr 2019 - Feb 2020 | < 1 |
| Summit Brokerage Services Inc. | Gilford, NH | Apr 2019 - Sep 2019 | < 1 |
| Bank Of America, N.a. | Concord, NH | Apr 2015 - Apr 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Concord, NH | Feb 2015 - Apr 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Concord, NH | Dec 2014 - Apr 2019 | 4 |
| Evermore Consulting Services | Center Harbor, NH | Jan 2000 - Dec 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$230,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NH
The info provided on this site or in any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisidiction or country where such distribution or use would be contrary to law or regulation or which would subject Merrill Lynch or its affiliates to buy or sell any securities, futures, options or other financail instruments or provide any investment advice or service
References to "Merrill Lynch" are references to any company in the Merrill Linch, Pierce, Fenner & Smith Incorporation group of companies, which are wholly owned by Bank of America Corporation. Securities and Insurance Products: Are Not FDIC Insured * Are Not Bank Guaranteed * May Lose Value * Are Not a Bank Deposit * Are Not a Condition to Any Banking Service or Activity * Are Not Insured by Any Federal Government Agency
About Wealthminder
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 derived from SEC.gov data covering 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.
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.