RB
CFP
RB
CFP

Ronnie Bushay

5 Years of Experience
Charlotte, NC
Broker

Ronnie Bushay is a CFP-designated registered investment advisor, based in Charlotte, NC, with 5 years of industry experience.

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ronnie is a registered assistant at Wealth Management Group, a DBA used for marketing purposes. This activity takes Ronnie's full-time effort.

Employment History
Current Registrations
Vanguard Marketing Corporation
December 2025 - Present · 7 mos
Vanguard Advisers, INC.
December 2025 - Present · 7 mos
Vanguard Marketing CorporationBroker
December 2025 - Present · 7 mos
Previous Registrations
Independent Financial Group, LLC
January 2021 - November 2025 · 4 yrs 10 mos
Independent Financial Group, LLCBroker
August 2020 - November 2025 · 5 yrs 3 mos
State Registrations2 states
NCTX
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.
Ronnie Bushay - Financial Advisor | TrueAdvisor