Ronald E. Harrison
Professional summary
Ronald Eugene Harrison, who also goes by Ron Eugene Harrison, is a registered financial advisor currently at PLANB TAX & WEALTH ADVISORS LLC located in Dallas, Texas.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ronald has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Eugene Harrison's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2019 - Present
PLANB TAX & WEALTH ADVISORS LLC
August 10, 2015 - January 9, 2019
FOX WEALTH ADVISORS LLC
August 1, 2014 - August 10, 2015
ARCHER INVESTMENT CORPORATION
January 7, 2014 - September 16, 2014
GWN SECURITIES INC.
August 7, 2013 - December 31, 2013
HIGH STREET SECURITIES, INC.
April 16, 2012 - August 1, 2013
AVANTAX INVESTMENT SERVICES, INC.
July 2, 2009 - March 14, 2012
FOX FINANCIAL MANAGEMENT CORPORATION
July 14, 2005 - October 31, 2005
INSTITUTIONAL SECURITIES CORPORATION
March 31, 2003 - May 24, 2004
VERITRUST FINANCIAL, LLC
August 30, 2000 - December 31, 2001
VSR FINANCIAL SERVICES, INC.
May 19, 1993 - December 31, 1994
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2019)
Exams
Current Firm
PLANB TAX & WEALTH ADVISORS LLC
CRD#: 300278 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,300,000 |
Red Flags
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