Ronnie Rushing is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mansfield, TX, with 25 years of industry experience. Ronnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
215 E Debbie Ln, Suite 101, Mansfield, TX, 76063
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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 Activities
Ronnie operates under the DBA Rushing Scott Wealth Management for his LPL business, offering brokerage and advisory investment services. He also has interests in real estate rentals through Blue Chip Partners, LLC and 3R Properties at Jefferson, LLC, dedicating minimal time to these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Southwest Securities, INC.
Southwest Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 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.
Exams
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