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Ronnie L. Huskey

OVERRIDGE WEALTH ADVISORS
Fort Worth, TX 76116
Some features on this profile are disabled
CRD#: 1763154
RH

Professional summary

Ronnie Lee Huskey, who also goes by Ron Huskey, is a registered financial advisor currently at OVERRIDGE WEALTH ADVISORS located in Fort Worth, Texas.

Ronnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Ronnie has worked at 4 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

Ron Huskey

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)OverRidge Wealth Advisors;investment related;6300 Ridglea Place,Suite 1020,Fort Worth,TX 76116;RIA;investment advisor;3/1/2018;160 hrs/month;6.5 hrs during trading;will meet with clients and prospects to review their investments and give them investment advice and/or recommendations 2)Various insurance companies;investment related;6300 Ridglea Place,Suite 1020,Fort Worth,TX 76116;insurance;insurance rep;1/2015;4 hrs/month;10 min during trading;perform survivor benefit analysis as necessary

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronnie Lee Huskey's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 1, 2017 - Present

OVERRIDGE WEALTH ADVISORS

Office #1: 6300 Ridglea Place Suite 1020, Fort Worth, TX 76116
RIA
CRD#: 115009
Fort Worth, TX
Past

May 15, 2017 - March 15, 2023

TRIAD ADVISORS LLC

BD
CRD#: 25803
FORT WORTH, TX
Past

December 2, 2014 - May 2, 2017

WADDELL & REED

RIA
CRD#: 866
SOUTHLAKE, TX
Past

October 31, 2014 - May 2, 2017

WADDELL & REED

BD
CRD#: 866
SOUTHLAKE, TX
Past

February 12, 1988 - November 4, 1994

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OVERRIDGE WEALTH ADVISORS
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT

CRD#: 115009 / SEC#: 801-62355

RIA
Registered Investment Advisory firm - (9/16/2003 Approved)
Texas
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

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
Texas
(5/1/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/2/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/31/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/11/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OW
OVERRIDGE WEALTH ADVISORS
BIG FOOT INVESTMENTS | SORENSEN WEALTH MANAGEMENT | OVERRIDGE WEALTH ADVISORS | LESTER LEE JOHNSON, JR | LEE JOHNSON CAPITAL MANAGEMENT, LLC | LEE JOHNSON CAPITAL MANAGEMENT

CRD#: 115009 / SEC#: 801-62355

RIA
Registered Investment Advisory firm - (9/16/2003 Approved)
Texas
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)
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Contact information

Main Address
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116
Mailing Address
Phone number
(817) 738-1451
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts396
AUM (Assets Under Management)$ 238,178,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OVERRIDGE WEALTH ADVISORS

CRD#: 115009Fort Worth, TX 76116

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