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RF

Ronald A. Friedman

FIDUCIARY FUNDING AND DESIGN
SAN DIEGO, CA 92108
Some features on this profile are disabled
CRD#: 712766
RF

Professional summary

Ronald Allen Friedman, CFP®, who also goes by Ronald Allan Friedman, is a registered financial advisor currently at FIDUCIARY FUNDING AND DESIGN, LLC located in San Diego, California.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Ronald has worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronald Allan Friedman

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.
1. MUSEUM OF PHOTOGRAPHIC ARTS, NO, 1649 EL PRADO SAN DIEGO, CA 92101, BOARD MEMBER, 2008, 2-3HR/MO, 0 DT, MEMBER OF BOARD OF DIRECTORS ASSISTING WITH FUNDRAISING EFFORTS, NO COMP. 4. FIDUCIARY FUNDING & DESIGN, LLC; INVESTMENT RELATED; 2020 Camino del Rio North, Suite 500 PRESIDENT; START DATE 03/08/2001; HRS PER MO 10; SECURITY HRS PER MO 10; PERCENTAGE BASED INVESTMENT ADVISORY FEES. 5. PKF, LLP POSITION: CPA NATURE: LIMITED LIABILITY PARTNERSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2018 ADDRESS: 2020 CAMINO DEL RIO NORTH, SUITE 500, San Diego CA 92108, United States DESCRIPTION: CPA HEAD OF ESTATES AND TRUST DEPARTMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Allen Friedman'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®
CFP®

Certified Financial Planner

Start date: 1986

Experience

Current

January 30, 2019 - Present

FIDUCIARY FUNDING AND DESIGN, LLC

Office #1: 2020 Camino Del Rio North Suite 1000, San Diego, CA 92108
RIA
CRD#: 135801
SAN DIEGO, CA
Past

March 14, 2023 - December 12, 2025

INTEGRATED WEALTH CONCEPTS LLC

RIA
CRD#: 284656
SAN DIEGO, CA
Past

May 15, 2006 - December 5, 2007

WEALTH MANAGER GROUP LLC

RIA
CRD#: 139130
SAN DIEGO, CA
Past

January 27, 2004 - December 5, 2019

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SAN DIEGO, CA
Past

January 2, 2004 - December 5, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
SAN DIEGO, CA
Past

May 30, 2002 - December 31, 2003

FDX ADVISORS, INC.

RIA
CRD#: 104601
SACRAMENTO, CA
Past

May 30, 2002 - December 31, 2003

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

April 11, 2001 - December 31, 2018

FIDUCIARY FUNDING AND DESIGN, LLC

RIA
CRD#: 135801
SAN DIEGO, CA
Past

July 20, 1999 - June 26, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

November 5, 1992 - July 28, 1997

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

June 28, 1990 - August 18, 1992

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

June 29, 1987 - September 7, 1989

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
Past

June 29, 1987 - February 12, 1990

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Past

April 2, 1987 - February 12, 1990

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

March 26, 1987 - February 12, 1990

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

February 3, 1986 - July 20, 1987

EQUITY SERVICES, INC.

BD
CRD#: 265
Past

May 13, 1983 - January 29, 1986

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291
Past

July 28, 1980 - September 26, 1983

EQUITY SERVICES, INC.

BD
CRD#: 265

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
(1/30/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 4/26/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1983
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 7/19/1980
Registered Representative Examination

Current Firm

FF
FIDUCIARY FUNDING AND DESIGN, LLC
FIDUCIARY FUNDING AND DESIGN, LLC

CRD#: 135801 / SEC#:

California
Registered Investment Advisory firm - (1/30/2019 Approved)
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Contact information

Main Address
2020 Camino Del Rio North Suite 1000, San Diego, CA 92108
Mailing Address
Phone number
619-238-1040 X 214
Established
Firm type
Fiscal year end
# of Employees
1

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDUCIARY FUNDING AND DESIGN, LLC

CRD#: 135801San Diego, CA 92108

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