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RL

Ronald W. Liston

CANTU TACTICAL WEALTH MANAGEMENT
MONTGOMERY, TX
Some features on this profile are disabled
CRD#: 6678125
RL

Professional summary

Ronald Wayne Liston JR is a registered financial advisor currently at CANTU TACTICAL WEALTH MANAGEMENT, INC. located in Montgomery, Texas.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ronald has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Ronald Wayne Liston 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®
None

Experience

Current

February 22, 2017 - Present

CANTU TACTICAL WEALTH MANAGEMENT, INC.

RIA
CRD#: 152210
MONTGOMERY, TX

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.

Highlighted states indicate IAR registrations

IAR
California
(3/8/2017)
IAR
Florida
(3/10/2017)
IAR
Texas
(2/22/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/22/2017
Uniform Investment Adviser Law Examination

Current Firm

CT
CANTU TACTICAL WEALTH MANAGEMENT, INC.
CANTU PENSION INCOME TACTICS, INC. | CANTU TACTICAL WEALTH MANAGEMENT, INC.

CRD#: 152210 / SEC#:

California
Registered Investment Advisory firm - (2/9/2010 Approved)
Florida
Registered Investment Advisory firm - (2/4/2010 Approved)
Georgia
Registered Investment Advisory firm - (3/7/2018 Approved)
Texas
Registered Investment Advisory firm - (1/25/2010 Approved)
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Contact information

Main Address
Fort Lauderdale, FL
Mailing Address
Phone number
(713) 992-5153
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts152
AUM (Assets Under Management)$ 53,404,815

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

CANTU TACTICAL WEALTH MANAGEMENT, INC.

CRD#: 152210Montgomery, TX

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