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CFP
RB
CFP

Ronald Barnette

LPL Financial LLC
23 Years of Experience
Hood River, OR
Broker
View SEC Summary
View SEC Summary

Ronald Barnette is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hood River, OR, with 23 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1004 Pacific Avenue, Hood River, OR, 97031

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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 Activities

Ronald operates under the DBA Pacific NW Investment Services for his LPL business. This investment-related activity takes nearly full-time hours during trading.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
March 2018 - May 2025 · 7 yrs 2 mos
Cuso Financial Services, L.P.Broker
March 2018 - May 2025 · 7 yrs 2 mos
Fisher Investments
August 2017 - March 2018 · 7 mos
U.S. Bancorp Investments, INC.Broker
November 2013 - August 2017 · 3 yrs 9 mos
U.S. Bancorp Investments, INC.
November 2013 - August 2017 · 3 yrs 9 mos
Cetera Investment Services LLC
August 2012 - November 2013 · 1 yr 3 mos
Cetera Investment Services LLCBroker
August 2012 - November 2013 · 1 yr 3 mos
Ameriprise Financial Services, INC.
August 2011 - February 2012 · 6 mos
Ameriprise Financial Services, INC.Broker
August 2011 - February 2012 · 6 mos
TD Ameritrade, INC.
October 2009 - July 2011 · 1 yr 9 mos
Amerivest Investment Management, LLC
October 2009 - July 2011 · 1 yr 9 mos
TD Ameritrade, INC.Broker
October 2009 - July 2011 · 1 yr 9 mos
Ameriprise Financial Services, INC.
August 2002 - July 2009 · 6 yrs 11 mos
Ameriprise Financial Services, INC.Broker
July 2002 - July 2009 · 7 yrs
Ids Life Insurance CompanyBroker
July 2002 - July 2006 · 4 yrs
State Registrations18 states
AZCACODCFLHIIAIDMAMDMSNVORPASCSDTXWA
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.
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