RJ
RJ

Ronald Joyce

23 Years of Experience
Silverdale, PA
Sells Insurance

Ronald Joyce is a registered investment advisor at Ivc Wealth Advisors LLC, based in Silverdale, PA, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 580 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
580 clients
Average Client Portfolio
$784K average
Assets Under Management
$455.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

163 E. Main Street, Silverdale, PA, 18962

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald is involved in numerous outside business activities, including being a VP/Partner/Agent at IVC Wealth Advisors LLC (an investment advisor and insurance agency), a partner at IVP Properties LLC and IVC III LLC, and a licensed broker with Private Client Services. He also dedicates time to charitable and fraternal organizations, including the Griffin Gives Foundation, Shiloh Maccalla Masonic Lodge, and Telford VFW Post 5308.

Employment History
Current Registrations
Ivc Wealth Advisors LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Private Client Services, LLCBroker
January 2020 - June 2025 · 5 yrs 5 mos
Kestra Advisory Services, LLC
April 2016 - August 2019 · 3 yrs 4 mos
Kestra Investment Services, LLCBroker
October 2014 - February 2020 · 5 yrs 4 mos
NFP Advisor Services, LLC
October 2014 - September 2016 · 1 yr 11 mos
Financial Telesis, INC.
June 2011 - October 2014 · 3 yrs 4 mos
Financial Telesis INCBroker
February 2011 - October 2014 · 3 yrs 8 mos
LPL Financial LLCBroker
November 2010 - March 2011 · 4 mos
National Penn Capital Advisors
September 2008 - September 2014 · 6 yrs
Nrp Financial, INC.Broker
May 2008 - November 2010 · 2 yrs 6 mos
Commerce Capital Markets, INC.Broker
June 2006 - April 2008 · 1 yr 10 mos
Nationwide Investment Services CorporationBroker
August 2004 - June 2006 · 1 yr 10 mos
1717 Capital Management CompanyBroker
January 2003 - October 2003 · 9 mos
American Express Financial Advisors INC.Broker
October 1999 - February 2001 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
October 1999 - February 2001 · 1 yr 4 mos
State Registrations2 states
PATX
Advisor

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.
Ronald Joyce - Financial Advisor | TrueAdvisor