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Ronald F. Hanson

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CRD#: 236517
RH

Professional summary


Ronald Fred Hanson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Ronald is a previously registered financial advisor and started their career in finance in 1970. Prior to being barred, Ronald had worked at 6 firms, which includes CONCORD ADVISORS RIA, VALMARK ADVISERS INC., VALMARK SECURITIES INC., NEW ENGLAND SECURITIES, SECURITIES AMERICA INC., 1717 CAPITAL MANAGEMENT COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Hanson

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 4, 2007 - November 17, 2015

CONCORD ADVISORS RIA

RIA
CRD#: 120800
CONCORD, OH
Past

April 21, 1999 - July 29, 2015

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
CONCORD, OH
Past

August 18, 1998 - July 29, 2015

VALMARK SECURITIES, INC.

BD
CRD#: 31243
CONCORD, OH
Past

May 3, 1993 - June 3, 1997

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

October 28, 1992 - August 18, 1998

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 6, 1972 - November 3, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 3, 1970 - August 6, 1972

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/5/1968
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


CA
CONCORD ADVISORS RIA
CONCORD ADVISORS | WATERFOWL LANE, LTD, DBA, CONCORD ADVISORS RIA | WATERFOWL LANE, LTD, DBA, CONCORD ADVISORS | CONCORD ADVISORS,INC. | CONCORD ADVISORS RIA

CRD#: 120800 / SEC#:

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Contact information


Main Address
8500 Station Street Suite 300g, Mentor, OH 44060
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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

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Company Information


CONCORD ADVISORS RIA

CRD#: 120800

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