Ronald
Burley

United Brokerage Services, Inc

CRD#4234703
Investment Advisor
in Hagerstown, MD

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About this Advisor

Ronald Burley is a financial advisor based in Hagerstown, Maryland, working with United Brokerage Services, Inc. Ronald has previously held positions at United Bank and United Brokerage Services, Inc. Ronald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Ronald is part of United Brokerage Services, Inc, which operates out of Hagerstown, Maryland. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1219 Mount Aetna Road
Hagerstown, MD 21742

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United Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$249,745,693

MD Average: $493,341,091
Total Number of Employees

101

MD Average: 16
Total Number of Accounts

790

MD Average: 1,028
Average Account Size

$316,134

MD Average: $479,904

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ronald Burley Work History

2012 - Present (12 years)

United Bank

2012 - Present (12 years)

United Brokerage Services, Inc

Disclosures

Please visit the SEC profile of Ronald Burley 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 United Brokerage Services Inc

Michael Bolen
Arlington, VA
Lori Pointer
Parkersburg, WV
Christopher Williams
Washington, NC
Amanda Giangola
Inwood, WV
Todd Jorgenson
Ashburn, VA
Manuel Moral
Rockville, MD
Micheal Earl
Parkersburg, WV
Todd Loyal
Uniontown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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