Ronald Guy Mcfarland
Professional Summary
Ronald Guy Mcfarland, who also goes by Ronald G Mcfarland, Ronald Mcfarland, was a registered financial advisor. Ronald was a previously registered financial professional and started their career in finance 1993 - 1999. Ronald had worked at 5 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ronald G Mcfarland, Ronald Mcfarland
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
BERKSHIRE EQUITY SALES, INC.
Contact Information
Established
Massachusetts since 05/10/1968Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BERKSHIRE LIFE INSURANCE COMPANY | BERKSHIRE LIFE IS A MUTUAL LIFE INSURANCE COMPANY OWNED BY ITS POLICYHOLDERS. | — |
| CUSSON, CRAIG VINCENT | VICE PRESIDENT | 818642 |
| GLASS, HENRY WILLIAM JR | DIRECTOR/TREASURER | 1479968 |
| KALIB, DAVID LEONARD | VICE PRESIDENT, GENERAL COUNSEL, SECRETARY & CLERK | 263378 |
| OBERT, WILLIAM ALAN | ASSISTANT TREASUER | 3261932 |
| ROTENBERG, LAURA HARRIS | COMPLIANCE OFFICER | 2786157 |
| VOLKMAN, KARL FREDERICK | PRESIDENT/DIRECTOR | 1030925 |
| ZILINSKI, JAMES WILLIAM | DIRECTOR | 1472972 |
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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