Ronald Davis
Ronald Davis is a registered investment advisor at LPL Financial LLC, based in Newark, OH, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
835 North 21Sts Street, Newark, OH, 43055
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Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Ronald sells non-variable insurance since 2002 and operates under the DBA Community Financial Advisors for his LPL business since 2006. He also owns rental real estate through D&G Equities, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fiserv Investor Services, INC.Broker
Money Concepts Capital CORPBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 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.