R Roney is a registered investment advisor at LPL Financial LLC, based in Port Orange, FL, with 26 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
Port Orange, FL
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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
R owns 60% of Pilot Financial Distributors (DBA PRD Ventures/Pilot Financial) and PRD Ventures, both for tax/investment purposes, dedicating full-time hours to the latter. R also has ownership in Roney Financial Group, spends a few hours per week on non-variable insurance through Pilot Financial, minimal time on real estate rental through Ten Ten Properties Inc, and a few hours per week on Pilot Financial DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Ascend Financial Services, INC.Broker
State Registrations53 states
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