Ronald Latin (CRD# 1151848) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Hilton Head Island, SC and has over 29 years of experience in the finance industry. Ronald Latin 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# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Wealth Management, LLC | Hilton Head, SC | Oct 2021 - Current | 2 |
| Liberty Capital Management, Inc. | Santa Ana, CA | Jul 1997 - May 2022 | 24 |
| Royal Alliance Associates, Inc. | Santa Ana, CA | Aug 1994 - May 2022 | 27 |
| Liberty Wealth Management, LLC | Santa Ana, CA | Oct 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
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- CA
- SC
- TX
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Total Assets Under Management39MILLIONS
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Total Number of Accounts113ACCOUNTS
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Average Account Value$343,300
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, SC, TX
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