Ronald McIntire (CRD# 7363363) is an Investment Advisor Representative working at Merit Financial Advisors in Newtown, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Group, LLC | Alpharetta, GA | Mar 2023 - Current | 1 |
| Tfg Wealth Management | Newtown, PA | Sep 2022 - Mar 2023 | < 1 |
| Nylife Securities | Saddlebrook, NJ | Jan 2022 - Sep 2022 | < 1 |
| New York Life | Saddlebrook, NJ | Oct 2021 - Sep 2022 | < 1 |
| Printfly Corp | Philadelphia, PA | Apr 2018 - Oct 2021 | 3 |
| Game Shape Physical Therapy | Englishtown, PA | Jan 2018 - Mar 2018 | < 1 |
| Unemployed | Richboro, PA | Oct 2017 - Dec 2017 | < 1 |
| Ameriourcebergen | Wayne, PA | Nov 2016 - Sep 2017 | < 1 |
| Unemployed | Richboro, PA | Jun 2016 - Oct 2016 | < 1 |
| Publicis Touchpoint Solutions | Morrisville, PA | Sep 2015 - May 2016 | < 1 |
| Aimco Properties | Levittown, PA | Mar 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- PA
-
Total Assets Under Management7,252MILLIONS
-
Total Number of Accounts25,088ACCOUNTS
-
Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.