Ronald Lwin
Ronald Lwin is a registered investment advisor at Cetera Investment Advisers LLC, based in Las Vegas, NV, with 27 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald sells equity indexed annuities through Avantax Insurance Agency, dedicating about 10-20% of his time. He also prepares taxes, owns Wynn Financial Services and Wynn Off Road, and is a real estate sales associate.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Atlas Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Pruco Securities CorporationBroker
State Registrations3 states
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