Ronald Segon
Ronald Segon is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
915 Highland Pt. Drive, Suite 150, Roseville, CA, 95678
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Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Ronald is an insurance agent selling fixed annuities, life/health, long-term care, and property & casualty insurance, dedicating a few hours per week to this activity. He also works full-time as a registered representative/investment advisor and spends about 10-20% of his time as a contractor managing business operations, both under Sierra Ridge Wealth Management.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
State Registrations12 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.