Ronald
Packard
Consolidated Portfolio Review Corp
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About this Advisor
Ronald Packard is a financial advisor who works in Escondido, California who has 1 year of relevant experience. Packard is currently employed by Consolidated Portfolio Review Corp. During their career, the advisor has held roles at The Fidato Group LLC, Packard Senior Services, Wealth Watch Advisors LLC, Capital Asset Advisory Service, Cg Advisory Services, Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC. Packard holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Consolidated Portfolio Review Corp is a firm that has its headquarters in Woodbury, NY. The company has offices in 16 locations and a total of 33 employees. It has $738 million in total assets across its 3,377 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,377 accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets. Consolidated Portfolio Review Corp performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on the financial services provided. However, fees charged by Consolidated Portfolio Review Corp may include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$738,280,955
33
3,377
$218,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ronald Packard Work History
Ronald has been registered as a financial advisor for 1 years.*
Consolidated Portfolio Review Corp
Vanderbilt Securities, LLC
Packard Senior Services
Capital Asset Advisory Service
Cg Advisory Services
Wealth Watch Advisors LLC
The Fidato Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Packard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Portfolio Review Corp
Woodbury, NY
Woodbury, NY
Woodbury, NY
Manhattan, KS
Woodbury, NY
Danville, CA
Portland, OR
Woodbury, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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