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Ronald Mcneese

Kestra Advisory Services, LLC
30 Years of Experience
St Simons Island, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Ronald Mcneese is a registered investment advisor at Kestra Advisory Services, LLC, based in St Simons Island, GA, with 30 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

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

Location

5500 Frederica Road, Suite 1201, St Simons Island, GA, 31522

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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
February 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ronald works as a Wealth Management Advisor for Frederica Wealth Advisory and an IAR for Kestra Advisory Services, spending about half his time on each. He also owns an outside insurance business, dedicating minimal time to facilitating the planning, design, and sale of insurance products.

Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2022 - Present · 4 yrs
Kestra Investment Services, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Bcg Securities, INC.
September 2015 - October 2022 · 7 yrs 1 mo
Bcg Securities, INC.Broker
September 2015 - October 2022 · 7 yrs 1 mo
Temenos Advisory, INC.
April 2015 - September 2015 · 5 mos
Temenos Advisory, INC.
January 2014 - December 2014 · 11 mos
Temenos Advisory, INC.
January 2013 - December 2013 · 11 mos
Fairport Capital, INC.Broker
July 2010 - September 2015 · 5 yrs 2 mos
Raymond James Financial Services Advisors, INC
January 2009 - April 2010 · 1 yr 3 mos
Raymond James Financial Services
August 2006 - January 2009 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
July 2006 - April 2010 · 3 yrs 9 mos
Wachovia Securities, LLC
September 2004 - August 2006 · 1 yr 11 mos
Wachovia Securities, LLCBroker
September 2004 - August 2006 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - August 2004 · 4 yrs 7 mos
Dean Witter Reynolds INC.Broker
August 1995 - November 2000 · 5 yrs 3 mos
State Registrations12 states
ALFLGAINMDMONCNVNYPASCTX
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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