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CFP
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CFP

Ronald Hunter

LPL Financial LLC
36 Years of Experience
Bedminster, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Ronald Hunter is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 36 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1545 Us Highway 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
View Full SEC ReportHow to Read Disclosures
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 · 8 yrs 3 mos
LPL Financial LLC
December 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 10 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.
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