Ronald
Myers
Assuredpartners Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Ronald Myers is a certified financial planner and personal financial specialist operating in Fort Lauderdale, Florida with a total of 1 year of relevant experience. Myers currently works for Assuredpartners Investment Advisors. Over the course of their career, they have held roles at Myers Financial Services, Inc, Investacorp Inc, Investacorp Advisory Services, Associated Investor Services, Inc, Associated Financial Consultants, Inc, Securities America, Inc, Securities America Advisors, Inc and Fortune 360 Group LLC. Myers holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida, North Carolina, Texas and Washington. Assuredpartners Investment Advisors is a financial advisory firm that has its headquarters in Tampa, FL. It controls $372 million in assets between its 514 accounts, placing it among the bigger firms in the country by assets under management. Of its 514 client accounts, just 13% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Assuredpartners Investment Advisors performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Assuredpartners Investment Advisors may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Assuredpartners Investment Advisors Brokerage Details
$372,013,000
11
514
$723,761
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ronald Myers Work History
Ronald has been registered as a financial advisor for 1 years.*
Fortune 360 Group LLC
Fortune 360 Group LLC
Myers Financial Services, Inc
Securities America, Inc
Securities America Advisors, Inc
Investacorp Inc
Investacorp Advisory Services
Associated Investor Services, Inc
Associated Financial Consultants, Inc
*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 Myers 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 Assuredpartners Investment Advisors
Tampa, FL
Fort Lauderdale, FL
Lancaster, PA
Lancaster, PA
Madison, WI
Fort Lauderdale, FL
Wake Forest, NC
Fort Lauderdale, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
