Ronald Sloy, financial advisor Vancouver WA

Ronald Sloy

CRD Number: 1123348
Current Firm: Sloy, Dahl & Holst, LLC

Ronald Sloy (CRD# 1123348) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 28 years of experience in the finance industry. Ronald Sloy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sloy, Dahl & Holst, Holdings, Inc. Vancouver, WA Dec 2018 - Current 5
Sloy & Dahl & Holst, LLC Vancouver, WA Jan 1981 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Jan 1996
Disclosure Information

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
Contact Info for Ronald J. Sloy
Phone Number: 503-248-9800
Firm Website: http://www.sdh-inc.com
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,338
    MILLIONS
  • Total Number of Accounts
    972
    ACCOUNTS
  • Average Account Value
    $1,377,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, KY, OR, TX, WA

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