David Ronan, financial advisor Saint Cloud FL
93 score

David Ronan

CRD Number: 1331608
Current Firm: Legend Advisory Corporation

David Ronan (CRD# 1331608) is an Investment Advisor Representative working at Legend Advisory Corporation in Saint Cloud, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Dec 2007 - Current 9
D. Ronan & Associates St. Cloud, FL Dec 1997 - Current 19
Contemporary Financial Solutions, Ic. St. Cloud, FL Apr 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1987
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for David K. Ronan
Phone Number: (866) 774-8671
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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