RM
CFP
RM
CFP
Ronald May
48 Years of Experience
Trinity, FL
2 DisclosuresBroker
Ronald May is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Trinity, FL, with 48 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
8143 State Road 54, Ste 106, Trinity, FL, 34655
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2005Settled
Customer Dispute
December 2002Award / Judgment
Other Business Activities
Ronald is a 70% owner and independent contractor for May Wealth Advisors Raymond James. He dedicates about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - March 2021 · 13 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2021 · 13 yrs 2 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
December 1977 - January 2008 · 30 yrs 1 mo
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIILINLAMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPASCTXUTVAWAWI
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.