Ronald Stevens
Ronald Stevens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midwest City, OK, with 6 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
Firm Size
IM Fee
Assets Under Management
Location
9075 Harmony Drive, Midwest City, OK, 73130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald owns Checkmate Enterprise LLC (rental real estate), Lighthouse Financial Group LLC (support company), Lighthouse Legal Group LLC (attorney preparing legal estate planning documents), and Sweet Bison LLC (business owner). He spends about 10-20% of his time on Lighthouse Financial Group LLC, a few hours per week on Lighthouse Legal Group LLC, and minimal time on the other two businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations14 states
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