Ronald Clinard
Ronald Clinard is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 41 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1993Other Business Activities
Ronald operates several DBAs under Clinard Financial and Clinard Financial LLC, all investment-related and associated with LPL Financial and NewEdge Advisors, LLC. These activities consume nearly all of Ronald's time.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
The Pinnacle Group, INC.Broker
Carolina Securities CorporationBroker
Painewebber IncorporatedBroker
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.