Ronald Guiler
Ronald Guiler is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Ft Lauderdale, FL, with 42 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
350 E Las Olas Blvd, Ste 1700, Ft Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald operates under the DBA Executax Financial and is the President, Director, and Sole Shareholder of Executax Corp., where he spends about three-quarters of his time on accounting and tax preparation. He also dedicates minimal time to notary services and a few hours per week to non-variable insurance sales.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ifp Securities, LLCBroker
LPL Financial LLCBroker
Independent Financial Partners
Mutual Service Corporation
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Royal Alliance Associates, INC.Broker
Quest Capital Strategies, INC.Broker
Investacorp, INC.Broker
First Financial Investment Services, INCBroker
State Registrations9 states
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
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