Ronald
Ervin

Icma Retirement Corporation

CRD#1955100
Investment Advisor
in Washington, DC
Are you Ronald Ervin? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ronald Ervin is a certified financial planner based in Washington, D.C. Currently a registered advisor with Icma Retirement Corporation, they have gathered 11 years of experience as a registered investment advisor. Ervin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Ervin can operate in Alabama, Kansas, Massachusetts, Missouri, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, South Dakota, Tennessee, West Virginia, Connecticut, Pennsylvania, Delaware, Washington, D.C., Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Minnesota, Louisiana, Maine, Mississippi, Michigan, New Jersey, South Carolina, North Carolina, Ohio, Texas, Vermont, Virginia and Wisconsin. Ervin has worked their complete career at Icma Retirement Corporation. Icma Retirement Corporation is based out of Washington, D.C. As an advisor firm, Icma Retirement Corporation manages $47 billion in assets across 57 client accounts and retains more than 865 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 57 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Icma Retirement Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Ronald Ervin Work History

Ronald has 11 years of experience.

2007 - Present (12 years)

Icma Retirement Corporation

Disclosures

Ronald Ervin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started