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RS

Ronald J. Swanson

FARMERS FINANCIAL SOLUTIONS
Houston, TX 77043
Some features on this profile are disabled
CRD#: 1808123
RS

Professional summary


Ronald James Swanson, who also goes by Ron Swanson, Ronald J Swanson, Ronald James Swanson, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Houston, Texas.

Ronald is registered as a RR (Registered Representative) and started their career in finance in 1992. Ronald has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Swanson | Ronald J Swanson | Ronald James Swanson

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ronald James Swanson'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

August 7, 2017 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 11931 Wickchester Ln Ste 360, Houston, TX 77043
BD
CRD#: 103863
Houston, TX
Past

September 2, 2016 - July 19, 2017

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
HOUSTON, TX
Past

May 15, 2015 - July 19, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
HOUSTON, TX
Past

July 8, 2014 - May 22, 2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
HOUSTON, TX
Past

March 1, 2010 - August 27, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SAN ANTONIO, TX
Past

July 28, 2009 - March 5, 2010

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
HOUSTON, TX
Past

June 1, 2007 - May 15, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HOUSTON, TX
Past

January 20, 2005 - April 30, 2007

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
IRVINE, CA
Past

April 6, 1998 - December 14, 2004

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
HOUSTON, TX
Past

April 3, 1998 - December 14, 2004

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

September 28, 1992 - January 27, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(8/8/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2016
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FF
FARMERS FINANCIAL SOLUTIONS, LLC
FARMERS FINANCIAL SOLUTIONS | FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863 / SEC#: 801-108217, 8-52361

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
31051 Agoura Rd., Westlake Village, CA 91361
Mailing Address
31051 Agoura Rd., Westlake Village, CA 91361
Phone number
(818) 584-0200
Established
Nevada since 12/21/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FARMERS ADV PART 2A DISCLOSURE BROCHURE (1/31/2019)

Direct owners and executive officers


NamePositionCRD#
FFS HOLDING, LLCMANAGING MEMBER
BORKIN, JOSHUA ALANCHIEF FINANCIAL OFFICER6536355
DAHM, CHRISTINEBOARD MEMBER8191792
DO, CHAUSECRETARY7865522
HANSON, GUY MEADEBOARD MEMBER7165729
HOHL, DOREN EUGENEBAORD MEMBER1953425
ROBINSON, TARETHA ANNCHIEF COMPLIANCE OFFICER4539081
ROBINSON, TARETHA ANNDIRECTOR OF OPERATIONS4539081
SCHEAR, ZACHARYPRESIDENT5958762
SCOTT, JANICE GALEBOARD MEMBER7909854
WILLOUGHBY, DENITA ANNETTEBOARD MEMBER2368099

Disclosures


Regulatory Event5

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


FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863Houston, TX 77043

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