Rampart Wealth Management

Rampart Wealth Management (CRD# 311211) is a financial advisory firm headquartered in , . They manage $2,300,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $230,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Rampart Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Ron Elliard, financial advisor Meredith NH
Ron Elliard
CRD#: 6366977
Meredith, NH

Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.

 

As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners.  My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated.  With over 20 years of business success my purpose is to thoroughly comprehend my clients’ financial priorities, to earn their trust, and help guide them to their ultimate goal.

 

I look forward to helping you and your family achieves whatever goals you set now, and in the future.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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