RH
CFP
RH
CFP

Ronald Hunter

36 Years of Experience
Bedminster, NJ
2 DisclosuresBrokerSells Insurance

Ronald Hunter is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1545 Us-206 Ste 300, Bedminster, NJ, 07921

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2005
Denied
Customer Dispute
July 2002
Settled
Other Business ActivitiesSells Insurance

Ronald is involved in several outside business activities, including fixed insurance sales through LifePro Fin Services Inc, Ethos Life Insurance, and Peak Pro Financial, and tax preparation/accounting through Somerset Tax Advisory. He also operates Gladstone Advisors as a DBA for his LPL business, dedicating nearly full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
July 2018 - Present · 7 yrs 10 mos
LPL Financial LLC
December 2015 - Present · 10 yrs 5 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Gladstone Wealth Group
April 2016 - July 2018 · 2 yrs 3 mos
Independent Financial Group, LLC
February 2014 - December 2015 · 1 yr 10 mos
Independent Financial Group, LLCBroker
February 2014 - December 2015 · 1 yr 10 mos
First Allied Securities, INC.Broker
May 2008 - February 2014 · 5 yrs 9 mos
First Allied Advisory Services, INC.
January 2007 - February 2014 · 7 yrs 1 mo
Ffp Advisory Services INC
July 2000 - January 2007 · 6 yrs 6 mos
Ffp Securities, INC.Broker
February 1997 - May 2008 · 11 yrs 3 mos
United Securities Alliance, INC.Broker
March 1995 - February 1997 · 1 yr 11 mos
Sentra Securities CorporationBroker
September 1993 - March 1995 · 1 yr 6 mos
PFS Investments INC.Broker
September 1990 - September 1993 · 3 yrs
First Investors CorporationBroker
January 1982 - June 1982 · 5 mos
State Registrations17 states
AZFLGAIAIDILMDMIMNNCNJNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.