RB
CFP · ChFC
RB
CFP · ChFC

Ronald Bardine

38 Years of Experience
Deerwood, MN
1 DisclosureBrokerSells Insurance

Ronald Bardine is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Deerwood, MN, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

21279 Archibald Road, Deerwood, MN, 56444

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2006
Denied
Other Business ActivitiesSells Insurance

Ronald is an agent selling non-variable insurance policies, dedicating a few hours per week to this activity. He also owns a vineyard, is CEO of Ronald J Bardine, Inc., and manages rental real estate through the Ronald J. Bardine Revocable Trust.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2000 - Present · 26 yrs 4 mos
Previous Registrations
Raymond James Financial Services
August 2006 - January 2009 · 2 yrs 5 mos
Askar CORP.Broker
February 1994 - March 2000 · 6 yrs 1 mo
Fortis Investors, INC.Broker
January 1993 - February 1994 · 1 yr 1 mo
Askar CORP.Broker
May 1988 - December 1992 · 4 yrs 7 mos
R. J. Steichen and CompanyBroker
April 1987 - April 1988 · 1 yr
State Registrations30 states
ARAZCACOFLGAIAINKYMDMIMNMOMTNCNDNENJNVOHOKORPASCSDTXVAWAWIWV
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.
Ronald Bardine - Financial Advisor | TrueAdvisor