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Ronald S. Latin
LIBERTY WEALTH MANAGEMENT
Hilton Head Island, SC 29928
Some features on this profile are disabled
CRD#: 1151848
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Professional summary
Ronald Stanley Latin, CFP®, who also goes by Ron Latin, Ronald S Latin, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Hilton Head Island, South Carolina.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Ronald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Latin | Ronald S Latin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ronald Stanley Latin is managing member of Granite Properties, LLC. This is used for property management. Ronald Stanley Latin is an independent licensed insurance agent and owner of Ronald S. Latin Insurance Services, Inc., a licensed insurance corporation. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client's needs. Additionally, the offer and sale of insurance products by supervised persons of Liberty Wealth Management, LLC are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. Liberty Wealth Management, LLC addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. Liberty Wealth Management, LLC periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. Liberty Wealth Management, LLC will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by Liberty Wealth Management, LLC's supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Approximately 10% of Ronald Stanley Latin's time is spent on these other business activities.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Stanley Latin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
January 14, 2022 - Present
LIBERTY WEALTH MANAGEMENT, LLC
Office #1: 2 Corpus Christi Place Suite 200, Hilton Head Island, SC 29928RIA
CRD#: 317185
Hilton Head Island, SC
Past
November 13, 2008 - December 31, 2014
LIBERTY WEALTH MANAGEMENT, LLC
RIA
CRD#: 147860
SANTA ANA, CA
Past
January 4, 2006 - May 18, 2022
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SANTA ANA, CA
Past
November 17, 1997 - July 1, 2009
LIBERTY CAPITAL MANAGEMENT, INC.
RIA
CRD#: 109254
SANTA ANA, CA
Past
August 23, 1994 - May 18, 2022
OSAIC WEALTH, INC.
BD
CRD#: 23131
SANTA ANA, CA
Past
January 5, 1993 - September 7, 1994
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
April 5, 1988 - December 31, 1992
DREHER & ASSOCIATES, INC.
BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past
December 24, 1987 - April 5, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
February 27, 1985 - December 24, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
BD
CRD#: 7420
Past
November 21, 1984 - February 22, 1986
CETERA ADVISORS LLC
BD
CRD#: 10299
Past
June 19, 1983 - October 1, 1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/26/2022)
IAR
South Carolina(1/25/2022)
IAR
Texas(1/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
LW
LIBERTY WEALTH MANAGEMENT, LLC
LIBERTY WEALTH MANAGEMENT, LLC
CRD#: 317185 / SEC#:
California
Registered Investment Advisory firm - (1/26/2022 Approved)South Carolina
Registered Investment Advisory firm - (1/25/2022 Approved)Texas
Registered Investment Advisory firm - (10/22/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Corpus Christi Place Suite 200, Hilton Head Island, SC 29928
Mailing Address
Phone number
(843) 476-4772
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 41,286,903 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
