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DR

Donald S. Ratledge

BLUE DIAMOND FINANCIAL GROUP
New Castle, DE 19720-1631
Some features on this profile are disabled
CRD#: 1498361
DR

Professional summary

Donald Stewart Ratledge JR, CFP®, who also goes by Buck Ratledge, Don Ratledge Jr, Donald S. ("buck") Ratledge Jr., is a registered financial advisor currently at BLUE DIAMOND FINANCIAL GROUP, LLC located in New Castle, Delaware.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Donald has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Buck Ratledge | Don Ratledge Jr | Donald S. ("buck") Ratledge Jr.

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.
1. RATLEDGE & ASSOCIATES/CPA FIRM; NOT INVESTMENT RELATED; NEW CASTLE, DE; MANAGING PARTNER; SINCE 06/2006; APPROXIMATELY 120 HOURS/MONTH; APPROXIMATELY 100 HOURS/MONTH/DURING TRADING HOURS; TAX PREPARATION, ACCOUNTING AND CONSULTING SERVICES. 2. MILESTONE WEALTH ADVISORS, INC.; INVESTMENT RELATED; GREENVILLE, DE; SOLICITOR; SINCE 04/2014; APPROXIMATELY ONE HOUR/MONTH; ZERO HOURS/MONTH DURING TRADING HOURS; SOLICITING INVESTMENT ADVISORY SERVICES FOR REFERRAL FEE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Stewart Ratledge JR'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®

Certified Financial Planner

Start date: 2014

Experience

Current

May 18, 2015 - Present

BLUE DIAMOND FINANCIAL GROUP, LLC

Office #1: 92 Reads Way #104, New Castle, DE 19720-1631
RIA
CRD#: 178518
New Castle, DE
Past

June 11, 2014 - November 18, 2016

MILESTONE WEALTH ADVISORS, INC.

RIA
CRD#: 149667
NEWCASTLE, DE
Past

May 2, 2014 - March 30, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENVILLE, DE
Past

August 13, 2013 - May 9, 2014

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
NEW CASTLE, DE
Past

June 24, 1988 - July 23, 1988

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

June 24, 1988 - July 23, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

April 29, 1986 - April 19, 1991

PFS INVESTMENTS INC.

BD
CRD#: 10111

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
Delaware
(5/18/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/25/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/30/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/28/1986
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BD
BLUE DIAMOND FINANCIAL GROUP, LLC
BLUE DIAMOND FINANCIAL GROUP, LLC

CRD#: 178518 / SEC#:

Delaware
Registered Investment Advisory firm - (5/18/2015 Approved)
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Contact information

Main Address
92 Reads Way #104, New Castle, DE 19720-1631
Mailing Address
Phone number
(302) 221-3300
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

BLUE DIAMOND FINANCIAL GROUP, LLC

CRD#: 178518New Castle, DE 19720-1631

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