Ronald L. Myers
Professional summary
Ronald Lawrence Myers, CFP®, who also goes by Ron Myers, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Plantation, Florida and PRIVATE CLIENT SERVICES, LLC located in Plantation, Florida.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Ronald has worked at 12 firms and has passed the Series 63, Series 65, Series 79TO, Series 7TO, SIE, Series 7, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Lawrence Myers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
October 21, 2022 - Present
ASSUREDPARTNERS INVESTMENT ADVISORS
Office #1: 8211 West Broward Blvd., Suite 200, Plantation, FL 33324June 9, 2023 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 8211 W Broward Blvd., Ste 200, Plantation, FL 33324July 17, 2020 - July 6, 2021
SECURITIES AMERICA ADVISORS, INC.
July 17, 2020 - July 6, 2021
SECURITIES AMERICA, INC.
March 23, 2016 - February 24, 2023
FORTUNE 360 GROUP LLC
August 21, 2008 - July 2, 2015
ASSOCIATED INVESTOR SERVICES, INC.
August 11, 2008 - July 17, 2020
INVESTACORP ADVISORY SERVICES INC
August 5, 2008 - July 17, 2020
INVESTACORP, INC.
June 11, 2004 - August 6, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 7, 2004 - August 6, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 29, 2004 - August 25, 2004
MYERS FINANCIAL SERVICES, INC.
October 7, 2002 - June 9, 2004
INVESTACORP ADVISORY SERVICES INC
August 29, 2002 - June 8, 2004
INVESTACORP, INC.
October 30, 2000 - September 4, 2002
OSAIC FA, INC.
October 27, 2000 - September 4, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
October 27, 2000 - September 4, 2002
OSAIC FA, INC.
Primary Firm SEC Registration
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/7/2023)
(6/12/2023)
(3/26/2024)
(11/28/2022)
(7/6/2023)
(7/18/2023)
(10/21/2022)
(9/19/2025)
(3/26/2024)
(4/18/2024)
(10/21/2022)
(4/5/2024)
(10/21/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 12/6/2022
General Securities Representative ExaminationSeries 2
Date: 2/21/1996
Non-Member General Securities ExaminationFINRA
Current Firm
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,759 |
| AUM (Assets Under Management) | $ 3,251,947,155 |
Red Flags
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Company Information
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550Plantation, FL 33324TRUST BUT VERIFY
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