RM
Ronald H. Mcneese
KESTRA ADVISORY SERVICES
Saint Simons Island, GA 31522
Some features on this profile are disabled
CRD#: 2636676
RM
Professional summary
Ronald Harris Mcneese JR, who also goes by Buddy Mcneese Jr, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Saint Simons Island, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Saint Simons Island, Georgia.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Ronald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Buddy Mcneese Jr
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.
Name: FREDERICA WEALTH ADVISORYPOSITION: Wealth Management Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/06/2022 ADDRESS: 5500 Frederica Road, Suite 1201, Saint Simons Island GA 31522 DESCRIPTION: Planning services including but not limited to estate planning, insurance, and general wealth management duties for clients. Name: KESTRA ADVISORY SERVICES, LLCPOSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/06/2022 ADDRESS: 5707 Southwest parkway, Bldng 2, Suite 400, Austin TX 78735 DESCRIPTION: Invest and monitor client portfolios, maintain records, provide portfolio reviews. Name: OUTSIDE INSURANCE BUSINESS POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/16/2025 ADDRESS: 5500 Frederica Road, Suite 1201, Saint Simons Island GA 31522, United States DESCRIPTION: Facilitate the planning, design, and sale of insurance products mentioned. Name: POST APPROVED BJJ INSTRUCTOR POSITION: Brazilian Jiu Jitsu Black Belt NATURE: Jiu Jitsu Instructor for Law Enforcement INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2025 ADDRESS: 13 Nature Pointe Circle, SAINT SIMONS ISLAND GA 31522, United States DESCRIPTION: Train peace officers for their certification in Basic Brazilian Jiu Jitsu
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Harris Mcneese JR's 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®
NoneExperience
Current
October 20, 2022 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 5500 Frederica Road Unit 1201, Saint Simons Island, GA 31522RIA
CRD#: 283330
Saint Simons Island, GA
Current
October 6, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 5500 Frederica Road Unit 1201, Saint Simons Island, GA 31522BD
CRD#: 42046
Saint Simons Island, GA
Past
September 9, 2015 - October 10, 2022
BCG SECURITIES, INC.
RIA
CRD#: 70
St. Simons, GA
Past
September 8, 2015 - October 10, 2022
BCG SECURITIES, INC.
BD
CRD#: 70
St. Simons, GA
Past
April 10, 2015 - September 22, 2015
TEMENOS ADVISORY, INC.
RIA
CRD#: 108458
ST. SIMONS ISLAND, GA
Past
January 15, 2014 - December 31, 2014
TEMENOS ADVISORY, INC.
RIA
CRD#: 108458
LITCHFIELD, CT
Past
January 2, 2013 - December 31, 2013
TEMENOS ADVISORY, INC.
RIA
CRD#: 108458
LITCHFIELD, CT
Past
July 2, 2010 - September 10, 2015
FAIRPORT CAPITAL, INC.
BD
CRD#: 15034
SCOTTSDALE, AZ
Past
January 2, 2009 - April 30, 2010
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
BRUNSWICK, GA
Past
August 9, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
BRUNSWICK, GA
Past
July 31, 2006 - April 30, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BRUNSWICK, GA
Past
September 14, 2004 - August 4, 2006
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
POOLER, GA
Past
September 1, 2004 - August 4, 2006
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
POOLER, GA
Past
January 7, 2000 - August 30, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
August 31, 1995 - November 8, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.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
Alabama(4/16/2024)
RR
Colorado(10/25/2022)
RR
Delaware(8/28/2024)
RR
Florida(10/7/2022)
RR
Georgia(10/20/2022)
IAR
Georgia(10/20/2022)
RR
Illinois(10/24/2022)
RR
Indiana(3/11/2024)
RR
Maryland(11/1/2022)
RR
Missouri(10/25/2022)
RR
New York(10/23/2022)
RR
North Carolina(10/26/2022)
RR
Pennsylvania(10/7/2022)
RR
South Carolina(10/27/2022)
RR
Tennessee(4/2/2025)
RR
Texas(10/15/2024)
IAR
Texas(3/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Saint Simons Island, GA 31522TRUST BUT VERIFY
Monitor Ronald Mcneese
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
