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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
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.