Ronald Adrian, financial advisor Leawood KS

Ronald Adrian

CRD Number: 1516688
Current Firm: Raymond James Financial Services Advisors, Inc.

Ronald Adrian (CRD# 1516688) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leawood, KS and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Leawood, KS Jan 2024 - Current < 1
Werth Wealth Management Leawood, KS Jan 2024 - Current < 1
Lexaurum Advisors, LLC Overland Park, KS Jul 2017 - Jan 2024 6
Summit Brokerage Services, Inc. Leawood, KS Sep 2016 - Jul 2017 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Jul 2017 < 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS Sep 1988 - Sep 2016 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Ronald B. Adrian
Phone Number: 727-567-3020
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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