Ronald Rowell
Ronald Rowell is a registered investment advisor at LPL Financial LLC, based in Gulf Shores, AL, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2201 W. 1st Street 2nd Floor, Gulf Shores, AL, 36542
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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
Ronald operates Coastal Wealth Innovations as a DBA for his LPL business and is involved with Rowell Real Estate LLC as a part-time bookkeeper. He also owns BJC Investments LLC, a retail/restaurant business, and works as an insurance agent and producer for Insurance Designers of Colorado, dedicating a few hours per week to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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