RM
RM

Ronda Mccollum

17 Years of Experience
Washington, MO
Broker

Ronda Mccollum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Washington, MO, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

123 Lafayette St, Ste 110, Washington, MO, 63090-2542

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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

Ronda is an advisor for Trankler Wealth Management, a support company DBA. This activity is not investment related and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - January 2023 · 4 mos
Wells Fargo Advisors Financial Network, LLC
September 2022 - January 2023 · 4 mos
Wells Fargo Clearing Services, LLC
April 2009 - September 2022 · 13 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2008 - September 2022 · 13 yrs 11 mos
State Registrations1 state
MO
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.
Ronda Mccollum - Financial Advisor | TrueAdvisor