Ronald Merrill (CRD# 1358459) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Waterville, ME and has over 38 years of experience in the finance industry.
CRD# 5332031
J.m. Arbour, LLC
CRD# 1864436
Lpl Financial LLC
CRD# 4098174
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, Inc. | San Ramon, CA | Jan 2019 - Current | 5 |
| Fortune Financial Services, Inc. | Monaca, PA | Oct 2017 - Current | 6 |
| Voya Financial Advisors | Waterville, ME | Feb 2017 - Oct 2017 | < 1 |
| Securities America, Inc. | Waterville, ME | Sep 2016 - Feb 2017 | < 1 |
| Securities America Advisors, Inc. | Waterville, ME | Sep 2016 - Feb 2017 | < 1 |
| Wall Street Financial Group | Rochester, NY | Aug 2003 - Sep 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- ME
-
Total Assets Under Management243MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$151,068
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.