RB
RB

Ronald Burrow

24 Years of Experience
Visalia, CA
1 DisclosureBrokerSells Insurance

Ronald Burrow is a registered investment advisor at Packerland Brokerage Services, INC., based in Visalia, CA, with 24 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.

Loading...

Location

Visalia, CA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Denied
Other Business ActivitiesSells Insurance

Ronald works as a planner at A&R Burrow's Financial & Estate Planning Inc, focusing on life insurance, fixed annuities, long-term care, and estate planning, dedicating a few hours per week. He also manages rental property as a manager/partner at RWBL Properties, spending a few hours per week on this non-investment or insurance-related activity.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
November 2016 - Present · 9 yrs 11 mos
Packerland Brokerage Services, INC.Broker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Signator Investors, INC.
May 2016 - November 2016 · 6 mos
Signator Investors, INC.Broker
May 2016 - November 2016 · 6 mos
Transamerica Financial Advisors, INC.
September 2011 - May 2016 · 4 yrs 8 mos
Transamerica Financial Advisors, INCBroker
October 2010 - May 2016 · 5 yrs 7 mos
Newbridge Securities CorporationBroker
December 2003 - October 2010 · 6 yrs 10 mos
H.D. Vest Investment ServicesBroker
March 2002 - January 2004 · 1 yr 10 mos
State Registrations11 states
ARAZCACOIDMONMNVORUTWY
AdvisorBrokerBoth

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.
More Advisors