Ronald Nalven, financial advisor Red Bank NJ
84 score

Ronald Nalven

CRD Number: 1294811
Current Firm: Liberty Partners Capital Management, LLC

Ronald Nalven (CRD# 1294811) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Red Bank, NJ and has over 27 years of experience in the finance industry. Ronald Nalven 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
Liberty Partners Financial Services, LLC Bakersfield, CA Sep 2016 - Current 1
Investors Capital Corporation Lynnfield, MA Mar 2014 - Sep 2016 2
Royal Alliance Associates, Inc. Ashbury Park, NJ Apr 2001 - Mar 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Ronald L. Nalven
Phone Number: 6616310103
Registered State(s):
  • KS
  • NJ
  • MD
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $124,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

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BADGES
84

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