Ronald Hoyle
Ronald Hoyle is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 15 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2023Customer Dispute
October 2020Regulatory
November 2014Customer Dispute
April 2014Regulatory
June 2007Other Business ActivitiesSells Insurance
Ronald is involved in several outside business activities, including identity protection services, an aftermarket truck accessory business, and self-defense benefits programs. He also owns CORE Integrated Wealth, Inc., a DBA for financial planning, securities, proprietary onboarding systems, and tax services, dedicating nearly full-time hours to it, and sells insurance products outside of Guardian or PAS, spending about 10-20% of his time on it.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Integrated Investment Systems INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations19 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.