Ronald Devon is a registered investment advisor at Osaic Wealth, INC., based in Tacoma, WA, with 12 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1201 Pacific Ave., Suite 2025, Tacoma, WA, 98402
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Regulatory History (1)
Criminal
May 1977Other Business Activities
Ronald is an Investment Advisor Representative/Registered Representative with Alera Investment Advisors and Triad Advisors, LLC since 2018. He also works full-time as an advisor assistant for The Wilson Agency and Wilson Albers, and as an account manager for Alera Group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Dynamic Capital Management, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 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.