Ronald Paull
Ronald Paull is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Scott Twp., PA, with 28 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
13 Walzer Lane, Scott Twp., PA, 18433
Get directionsHistory
Regulatory History (10)
Customer Dispute
February 2024Customer Dispute
June 2022Regulatory
January 2018Regulatory
December 2016Employment Separation After Allegations
August 2015Customer Dispute
November 2014Customer Dispute
September 2014Customer Dispute
May 2014Customer Dispute
April 2013Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent for various companies since 2015, dedicating a few hours per week to this. He also owns Keystone Retirement Resources, works for Axtell Paving Solution, is an advisory rep for CIRA, owns a beekeeping business, volunteers teaching gym, and provides lawnmowing services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations11 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.