Ronald Sperry (CRD# 2780335) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 19 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diamond Wealth Management, LLC | Alpine, UT | Jan 2021 - Current | 3 |
| Independent Insurance Agent | Draper, UT | May 2008 - Current | 16 |
| Ashton Thomas Private Wealth | Draper, UT | Aug 2020 - Nov 2020 | < 1 |
| Unemployed | Drapter, UT | Mar 2019 - Aug 2020 | 1 |
| Resources Investment Advisors | Overland Park, KS | Jun 2018 - Feb 2019 | < 1 |
| Triad Advisors Llc Dba 401k Advisors Intermountain | Norcross, GA | Jul 2018 - Nov 2018 | < 1 |
| Unemployed | Draper, UT | Oct 2017 - May 2018 | < 1 |
| Charles Schwab & Company, Inc. | Salt Lake City, UT | Oct 2008 - Oct 2017 | 9 |
| Charles Schwab & Company, Inc. | Salt Lake City, UT | Jun 2008 - Oct 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- UT
-
Total Assets Under Management154MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$341,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, NY, TX, UT, WA
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