Ronald Lloyd
Ronald Lloyd is a registered investment advisor at LPL Enterprise, LLC, based in Cranberry Township, PA, with 2 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
2009 Mackenzie Way Ste 100 Pmb, 188, Cranberry Township, PA, 16066
Get directionsHistory
Regulatory History (2)
Regulatory
December 1994Criminal
May 1993Other Business ActivitiesSells Insurance
Ronald works part-time at Sam's Club as a weekend inventory associate, dedicating a few hours per week. He also offers Medicare, Medicare Advantage, and health insurance through Ron Lloyd Medicare, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Pruco Securities, LLC.Broker
W&s Brokerage Services, 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.
Exams
More Advisors
- James MasheyLPL Enterprise, LLC
- David TraficanLPL Enterprise, LLC
- Sarah Yount, ChFCYsb Wealth Management
- Grady Wirth, CFP
- Jonathon Pennline, CFPMariner
- Randel Morris, CFPRaymond James & Associates, INC.