Ronda Wilson
Ronda Wilson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Winter Garden, FL, with 21 years of industry experience. Ronda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
446 N Dillard St, Winter Garden, FL, 34787
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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
Ronda owns RJ Wilson Investments and Insurance, providing financial services solutions, dedicating full-time hours to this role. She is also a member of the Valencia College Business Advisory Council and a sales representative for United Healthcare Medicare, explaining Medicare insurance plan options.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.