Ronald Bell (CRD# 1608624) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Midlothian, VA and has over 20 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Midlothian, VA | Mar 2013 - Current | 11 |
| Cornerstone Wealth Management, LLC | Midlothian, VA | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- VA
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Total Assets Under Management3,295MILLIONS
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Total Number of Accounts16,986ACCOUNTS
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Average Account Value$193,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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