Ronald FettersCRD Number: 1316402
Current Firm: Planmember Securities Corporation
Ronald Fetters (CRD# 1316402) is an Investment Advisor Representative working at Planmember Securities Corporation in Spokane, WA and has over 31 years of experience in the finance industry.
Concert Wealth Management
Penn Cove Financial, LLC
|Ronald Fetters||Spokane, WA||Oct 2015 - Current||1|
|Financial Alternatives||Spokane, WA||Sep 2015 - Current||1|
|Planmember Securites Corporation||Carpinteria, CA||Dec 2013 - Current||2|
|Ronald W. Fetters-self Employed||Spokane, WA||May 2013 - Current||3|
|Comprehensive Retirement Consultant||Highland Beach, FL||Jan 2015 - Oct 2015||< 1|
|U S Employees Benefits Service Group, LLC||Deerfield Beach, FL||Jan 2015 - Oct 2015||< 1|
|Bencor-usrp Retirement||Deerfield Beach, FL||Jul 2014 - Oct 2015||1|
|Retirement Planning Associates (rpa)||Deerfied Beach, FL||Dec 2013 - Oct 2015||1|
|Us Retirement Partners (usrp)||Deerfield Beach, FL||Dec 2013 - Oct 2015||1|
|Principal Life Ins Co||Miramar, FL||May 2013 - Dec 2013||< 1|
|Princor Financial Services Corp||Miramar, FL||May 2013 - Dec 2013||< 1|
|Metropolitan Life Insurance Company||Wayne, NJ||Feb 2007 - May 2013||6|
|Metlife Securities, Inc.||Wayne, NJ||Feb 2007 - May 2013||6|
|American United Life Insurance Co||Indianapolis, IN||Aug 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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