Ronald Bagley, financial advisor Tolar TX

Ronald Bagley

CRD Number: 5157388
Current Firm: Kestra Advisory Services, LLC

Ronald Bagley (CRD# 5157388) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tolar, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services LLC Tolar, TX Nov 2021 - Current 2
Kestra Advisory Services LLC Tolar, TX Nov 2021 - Current 2
Wells Fargo Advisors Financial Network, LLC Aledo, TX Apr 2016 - Nov 2021 5
Edward Jones St. Louis, MO Jun 2006 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Ronald C. Bagley
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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