Ronald Hochstein (CRD# 871881) is an Investment Advisor Representative working at Highstone Group in Richmond, VA and has over 38 years of experience in the finance industry. Ronald Hochstein 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson, TN | Aug 2018 - Current | 4 |
| High Stone Properties LLC | Richmond, VA | May 2011 - Current | 11 |
| Highstone Group | Richmond, VA | Jun 2002 - Current | 20 |
| Comprehensive Financial Insurance Svcs | Richmond, VA | Jun 1996 - Current | 26 |
| #ia Comprehensive Financial Planning Cor | Richmond, VA | Jul 1993 - Current | 29 |
| Comprehensive Financial Group | Richmond, VA | Jan 1986 - Current | 36 |
| Ronald J. Hochstein Registered Rep | Richmond, VA | Sep 1979 - Current | 42 |
| Self-employed Broker-dealer Rep. | Various Firms, VA | Sep 1979 - Current | 42 |
| Self-employed Business Consultant And Mi | Not Given, VA | Feb 1979 - Current | 43 |
| Self-employed Insurance Agent/broker | Various License Appointments, VA | Feb 1979 - Current | 43 |
| Securities Service Network, Inc. | Richmond, VA | Aug 2002 - Aug 2018 | 16 |
| Culler Farms Family Limited Partnership | Richmond, VA | Jul 1992 - Jan 2016 | 23 |
| Culler Farms Inc. | Richmond, VA | Jul 1992 - Jan 2016 | 23 |
| Mcp Investments LLC | Frederick, MD | Dec 1994 - Jan 2013 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
- MD
- VA
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Total Assets Under Management196MILLIONS
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Total Number of Accounts787ACCOUNTS
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Average Account Value$249,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, VA
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