Robert Ring
Robert Ring is a registered investment advisor at Planmember Securities Corporation, based in Richland Hills, TX, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Richland Hills, TX
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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 ActivitiesSells Insurance
Robert is a senior partner at Independent Financial Strategies LLC and president of RDR Wealth Management, both involving financial, investment, and insurance sales and services, taking up nearly all of his time. He also owns rental property and works as an instructor for public education workshops, requiring minimal time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
360 Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Fidelity Brokerage Services LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 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.