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Ronald Furnish

Raymond James Financial Services Advisors, INC
32 Years of Experience
Virginia Beach, VA
1 DisclosureBroker
View SEC Summary
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Ronald Furnish is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 32 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

297 Constitution Dr., Virginia Beach, VA, 23462

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History

Regulatory History (1)
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
May 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ronald supports Towne Wealth Management and works at TowneBank as a financial advisor. His work at TowneBank takes about half of his time, with a significant portion occurring during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Raymond James Financial Services
December 2005 - January 2009 · 3 yrs 1 mo
Ferris, Baker Watts IncorporatedBroker
February 2003 - September 2005 · 2 yrs 7 mos
Ferris, Baker Watts Incorporated
February 2003 - September 2005 · 2 yrs 7 mos
Scott & Stringfellow, INC.
September 2001 - February 2003 · 1 yr 5 mos
Scott & Stringfellow, INC.Broker
February 2000 - February 2003 · 3 yrs
A. G. Edwards & Sons, INC.Broker
March 1998 - February 2000 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
March 1995 - April 1998 · 3 yrs 1 mo
Olde Discount CorporationBroker
September 1994 - March 1995 · 6 mos
State Registrations23 states
ALAZCOFLGAHIILKYMDMIMNMONCNMNYOHORPARISCTNTXVA
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.
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