Ronald Allen, financial advisor Jacksonville FL
96 score

Ronald Allen

CRD Number: 2015098
Current Firm: Bull & Bear Capital Advisors, LLC

Ronald Allen (CRD# 2015098) is an Investment Advisor Representative working at Bull & Bear Capital Advisors, LLC in Jacksonville, FL and has over 28 years of experience in the finance industry. Ronald Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Florida Gulf Coast University Jacksonville, FL Jul 2009 - Current 9
Bull & Bear Brokerage Services, Inc. Jacksonville, FL Feb 2001 - Current 17
Bull & Bear Capital Advisors, Inc. Jacksonville, FL Dec 1998 - Current 20
Florida Community College At Jacksonville Jacksonville, FL Sep 2000 - Jul 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Ronald W. Allen
Phone Number: 904-363-3600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $212,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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