Ronald LevacyCRD Number: 1020559
Current Firm: Partnervest Advisory Services LLC
Ronald Levacy (CRD# 1020559) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 34 years of experience in the finance industry.
Haven Capital Group
Independent Financial Partners
Brightpath Wealth Planning, LLC
|Sorrento Pacific Financial, LLC||Coronado, CA||Jul 2009 - Current||8|
|Partnervest Advisory Services LLC||Santa Barbara, CA||Nov 2006 - Current||11|
|Partnervest Securities Inc.||Santa Barbara, CA||Nov 2006 - Jul 2009||2|
|Associated Securities Corp.||Coronado, CA||Dec 1997 - Nov 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management523MILLIONS
Total Number of Accounts2,176ACCOUNTS
Average Account Value$240,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA
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