Ronald Slatton
Ronald Slatton is a registered investment advisor at Planmember Securities Corporation, based in Northport, AL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
5710 Watermelon Road, Suite 250, Northport, AL, 35473
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Ronald is self-employed, working full-time in investment-related insurance sales and services since 1989. He also dedicates about 10-20% of his time to officiating/umpiring and serving as President/Treasurer of Monrovia Umpires Association.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Veritrust Financial, LLCBroker
Ameritas Investment CORP.Broker
Washington Square Securities, INC.Broker
Park Avenue Securities LLCBroker
National Planning CorporationBroker
Jackson National Financial Services, INC.Broker
National Planning CorporationBroker
State Registrations8 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.