Ronald Barlow
Ronald Barlow is a CFP-designated registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, with 30 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
37000 Grand River Ave Ste 240, Farmington Hills, MI, 48335
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Regulatory History (1)
Customer Dispute
March 2007Other Business Activities
Ronald operates under the DBA Fundamental Financial Group for his LPL business since 2012. He also works as a notary, notarizing client documents for about an hour per month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.