Ronald Leong, financial advisor Redwood Shores CA
92 score

Ronald Leong

CRD Number: 4536406
Current Firm: Lpl Financial LLC

Ronald Leong (CRD# 4536406) is an Investment Advisor Representative working at Lpl Financial LLC in Redwood Shores, CA and has over 2 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Redwood Shores, CA Jan 2014 - Current 2
Navigation Group, Inc. Redwood Shores, CA Jan 2014 - Current 2
Unemployed San Francisco, CA May 2013 - Nov 2013 < 1
Sand Hill Global Advisors, LLC Palo Alto, CA Sep 2012 - May 2013 < 1
Seacrest Investments Purchase, NY Jan 2011 - Aug 2012 1
Montrose Asset Management San Francisco, CA Jan 2004 - Dec 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Ronald J. Leong
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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