RB
RB

Ronald Bickford

39 Years of Experience
Roseville, MN
BrokerSells Insurance

Ronald Bickford is a registered investment advisor at Private Advisor Group, LLC, based in Roseville, MN, with 39 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

1700 Hwy 36 W, Suite 320, Roseville, MN, 55113

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald sells fixed annuity and long-term care insurance products, dedicating minimal time to this activity. He also provides investment advisory services through Private Advisor Group, LLC and Investors Financial Group, spending full-time hours on these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
March 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Investors Financial Group
January 2014 - July 2022 · 8 yrs 6 mos
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
March 1990 - March 1999 · 9 yrs
Royal Alliance Associates, INC.Broker
November 1989 - March 1990 · 4 mos
Integrated Resources Equity CorporationBroker
March 1989 - November 1989 · 8 mos
American Express Financial Advisors INC.Broker
December 1986 - April 1989 · 2 yrs 4 mos
State Registrations12 states
AZCAFLHIILMNMONDORTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.