Ronald Clark
Ronald Clark is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
401 E. Sligh Ave, Tampa, FL, 33604
Get directionsHistory
Regulatory History (3)
Regulatory
September 2018Regulatory
July 2011Regulatory
November 1996Other Business ActivitiesSells Insurance
Ronald operates under several DBAs for his LPL business and owns The Money Coach LLC for tax/investment purposes, dedicating nearly full-time hours to it. He also sells universal life and term insurance, spending about 10-20% of his time on this, and owns rental real estate, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Protective Equity Services, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations25 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.