Ronald Poindexter
Ronald Poindexter is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ashland, VA, with 42 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
13405 Ashland Road, Ashland, VA, 23005
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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 Infinity Financial Partners LLC for his LPL business. He is also an agent for non-variable insurance and owns rental real estate, dedicating about 10% of his time to insurance and minimal time to real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
MML Investors Services, INC.Broker
Hl Securities, INC.Broker
State Registrations30 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.