TrueAdvisor
TrueAdvisor
RH
RH

Ronald Hyde

Navigator Wealth Advisors
29 Years of Experience
Lake Oswego, OR
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Ronald Hyde is a registered investment advisor at Navigator Wealth Advisors, based in Lake Oswego, OR, with 29 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more.

Navigator Wealth Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable based on circumstances, and household accounts may be aggregated to reach lower rates. First tier extended to $0 as no minimum account size is required.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 Centerpointe Dr Ste 400, Ofc 65, Lake Oswego, OR, 97035

Get directions

History

Regulatory History (2)
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
August 2013
Settled
Customer Dispute
May 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ronald operates Hyde Financial Services as a DBA for his LPL business. This investment-related activity in Vancouver, WA, takes up his full-time effort.

Employment History
Current Registrations
Navigator Wealth Advisors
March 2026 - Present · 7 mos
LPL Financial LLC
March 2020 - Present · 6 yrs 7 mos
LPL Financial LLC
March 2020 - Present · 6 yrs 7 mos
LPL Financial LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Securities America Advisors, INC.
January 2019 - March 2020 · 1 yr 2 mos
Securities America, INC.Broker
January 2019 - March 2020 · 1 yr 2 mos
LPL Financial LLC
July 2012 - February 2019 · 6 yrs 7 mos
LPL Financial LLCBroker
July 2012 - February 2019 · 6 yrs 7 mos
Key Investment Services LLCBroker
January 2010 - July 2012 · 2 yrs 6 mos
Key Investment Services LLC
January 2010 - July 2012 · 2 yrs 6 mos
Wells Fargo Investments, LLCBroker
December 2007 - January 2010 · 2 yrs 1 mo
Wells Fargo Investments, LLC
December 2007 - January 2010 · 2 yrs 1 mo
Wamu Investments, INC.Broker
June 2006 - November 2007 · 1 yr 5 mos
Wamu Investments, INC.
June 2006 - November 2007 · 1 yr 5 mos
Bancwest Investment Services, INC.
July 2003 - December 2003 · 5 mos
Bancwest Investment Services, INC.Broker
July 2003 - June 2006 · 2 yrs 11 mos
UBS Financial Services INC.Broker
November 2002 - July 2003 · 8 mos
Lincoln Financial Advisors CorporationBroker
May 2002 - September 2002 · 4 mos
The Lincoln National Life Insurance CompanyBroker
May 2002 - September 2002 · 4 mos
Advisory Group Equity Services LTD.Broker
January 2002 - March 2002 · 2 mos
PFS Investments INC.Broker
April 2001 - January 2002 · 9 mos
Marketing One Securities, INC.Broker
November 1996 - April 1999 · 2 yrs 5 mos
American Express Financial Advisors INC.Broker
August 1991 - June 1993 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
August 1991 - June 1993 · 1 yr 10 mos
W.B. Mckee Securities, INC.Broker
May 1991 - November 1991 · 6 mos
State Registrations11 states
ARAZCACOFLNVOHOKORTXWA
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.
More Advisors
More financial advisors in Lake Oswego, OR →All financial advisors in Oregon →