Ronald Campbell
Ronald Campbell is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Glen Burnie, MD, with 42 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
7310 Ritchie Highway, Suite 700, Glen Burnie, MD, 21061
Get directionsHistory
Regulatory History (2)
Regulatory
August 2001Regulatory
May 1993Other Business ActivitiesSells Insurance
Ronald is an insurance agent selling fixed annuities through Anne Arundel Financial Services since 2007. This takes a few hours per week.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Global Financial Private Capital, LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
USA Financial Securities CorporationBroker
Wrp Investments, INC.
Wrp Investments, INC.Broker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Mutual Service CorporationBroker
Morgenthau & Associates, INC.Broker
Platinum Associates LTD.Broker
State Registrations2 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.