Ronald Hall (CRD# 2207786) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monarch Plan Advisors | Charlotte, NC | Aug 2023 - Current | < 1 |
| Ascensus Broker Dealer Services, LLC | Charlotte, NC | Jul 2022 - Jul 2023 | 1 |
| Principal Life Insurance | Charlotte, NC | Feb 2022 - Jul 2022 | < 1 |
| Principal Securities | Charlotte, NC | Feb 2022 - Jul 2022 | < 1 |
| Wells Fargo | Charlotte, NC | Dec 2007 - Feb 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2022 |
- CA
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
CA, FL, NC, TX
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