RG
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Ronald Goldberg

42 Years of Experience
Turnersville, NJ
1 DisclosureBroker

Ronald Goldberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Turnersville, NJ, with 42 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

151 Fries Mill Rd, Ste 201, Turnersville, NJ, 08012

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History

Regulatory History (1)
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Customer Dispute
February 2020
Pending
Other Business Activities

Ronald is a financial professional at Pinnacle Wealth & Benefits Strategies, Inc., dedicating full-time hours to this role. He is also a part owner of Pinnacle Wealth Advisors, LLC, spending minimal time on DBA financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2012 - Present · 14 yrs 1 mo
Cetera Financial Specialists LLCBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Valmark Advisers, INC.
February 2009 - April 2012 · 3 yrs 2 mos
Valmark Securities, INC.Broker
February 2009 - April 2012 · 3 yrs 2 mos
NFP Securities, INC.
January 2008 - February 2009 · 1 yr 1 mo
NFP Securities, INC.Broker
January 2008 - February 2009 · 1 yr 1 mo
Park Avenue Securities LLC
February 2003 - February 2008 · 5 yrs
Park Avenue Securities LLCBroker
August 1999 - February 2008 · 8 yrs 6 mos
W. S. Griffith & CO., INC.Broker
June 1996 - August 1999 · 3 yrs 2 mos
Inmark Securities CORP.Broker
August 1982 - May 1989 · 6 yrs 9 mos
Phoenix Equity Planning CorporationBroker
May 1976 - September 1982 · 6 yrs 4 mos
State Registrations7 states
CADEFLMDNJNYPA
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.