Ronald
Dawson

Cetera Investment Advisers LLC

CRD#825846
Investment Advisor
in San Antonio, TX

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About this Advisor

Ronald Dawson is a financial advisor based in San Antonio, Texas, working with Cetera Investment Advisers LLC. Ronald has previously held positions at Minnesota Life Insurance Co, Securian Financial Services, Inc, Integrated Financial Services, Inc, Dawson Whitetail Ranch, Tax And Financial, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Ronald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Ronald is part of Cetera Investment Advisers LLC, which operates out of San Antonio, Texas. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9601 Mcallister Fwy St 800B
San Antonio, TX 78216

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

TX Average: $6,674,516,078
Total Number of Employees

6,648

TX Average: 44
Total Number of Accounts

423,554

TX Average: 2,564
Average Account Size

$246,648

TX Average: $2,603,165

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

Ronald Dawson Work History

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2010 - Present (14 years)

Tax And Financial

1999 - Present (25 years)

Integrated Financial Services, Inc

2006 - 2022 (16 years)

Dawson Whitetail Ranch

1993 - 2023 (30 years)

Minnesota Life Insurance Co

1993 - 2023 (30 years)

Securian Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ronald Dawson 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

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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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.

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