Ronald SmithCRD Number: 1420270
Current Firm: Investment Advisors
Ronald Smith (CRD# 1420270) is an Investment Advisor Representative working at Investment Advisors in Palm Harbor, FL and has over 16 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Proequities, Inc.||Birmingham, AL||Sep 1999 - Current||17|
|Ventura & Smith, Inc.||Clearwater, FL||Jan 1987 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- 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)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV