Ronald Beckner is a registered investment advisor, based in Westcliffe, CO, with 11 years of industry experience.
Location
595 Hermit Road, Westcliffe, CO, 81252
Get directionsHistory
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 is an author, an agent selling IULs (indexed universal life insurance), the owner/employee of Peaks Integrity Wealth Management (taking about half of Ronald's time), and the owner/proprietor of RDB2 Inc, a video production company. Ronald spends about 10-20% of his time selling IULs.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Western Wealth Management LLC
Edward Jones
Edward JonesBroker
State Registrations26 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.