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Ronald Radner
15 Years of Experience
Delray Beach, FL
3 DisclosuresBroker
Ronald Radner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Delray Beach, FL, with 15 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
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Location
15200 Jog Road, Unit C2, Delray Beach, FL, 33446
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022Denied
Customer Dispute
May 2020Settled
Customer Dispute
December 2018Denied
Other Business Activities
Ronald is the CEO of Radner Financial Services, a support company for his Raymond James business. He spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.
March 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Edward Jones
October 2011 - April 2019 · 7 yrs 6 mos
Edward JonesBroker
September 2011 - April 2019 · 7 yrs 7 mos
Morgan Stanley Smith Barney LLC
November 2010 - September 2011 · 10 mos
Morgan Stanley Smith BarneyBroker
October 2010 - September 2011 · 11 mos
State Registrations13 states
CACOCTFLGAIDMDMINCNJNYPATX
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.