Ronald Holmes, financial advisor Vineland NJ
93 score

Ronald Holmes

CRD Number: 1407315
Current Firm: Calton & Associates, Inc.

Ronald Holmes (CRD# 1407315) is an Investment Advisor Representative working at Calton & Associates, Inc. in Vineland, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Vineland, NJ Jan 2004 - Current 13
Bts Asset Management Lexington, MA Jun 1994 - Current 23
Holmes Financial Services Moorestown, NJ Jul 1986 - Current 31
Rem Group Philadelphia, PA Jan 1986 - Current 31
Amway Corporation Ada, MI Jul 1978 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Ronald K. Holmes
Phone Number: 813-264-0440
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    416
    MILLIONS
  • Total Number of Accounts
    2,834
    ACCOUNTS
  • Average Account Value
    $146,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
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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