Ronald Perry
Ronald Perry is a registered investment advisor at Founders Financial Alliance, LLC, based in Bermuda Run, NC, with 36 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
Bermuda Run, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Ronald participates in Hagerty's "Drive Share" rental program, renting out his classic cars covered under a Hagerty auto policy to individuals. He anticipates earning less than $2500 a year from this program.
Employment History
Current Registrations
Founders Financial Alliance, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
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.