Ronald AllenCRD 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|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|
Total Assets Under Management31MILLIONS
Total Number of Accounts148ACCOUNTS
Average Account Value$212,419
- 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
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