RA
ChFC
RA
ChFC

Ronald Allison

38 Years of Experience
Deer Mountain, UT
BrokerSells Insurance

Ronald Allison is a ChFC-designated registered investment advisor, based in Deer Mountain, UT, with 38 years of industry experience.

Location

Deer Mountain, UT

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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 is the owner of Century Tax & Wealth Mgmt LLC, providing CPA, tax preparation, and accounting services, and also works as an independent insurance agent. He also serves as an advisory representative of a RIA and is the chairman of the finance committee at Mt. Calvary Lutheran Church.

Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Avantax Advisory Services
January 1994 - April 2021 · 27 yrs 3 mos
Avantax Investment Services, INC.Broker
August 1987 - April 2021 · 33 yrs 8 mos
State Registrations2 states
PAUT
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.