Ronald
Whited
Wealthtrak Advisors
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About this Advisor
Ronald Whited is a financial advisor working out of Virginia Beach, Virginia with a total of 11 years of industry experience. Whited is an employee of Wealthtrak Advisors. Whited has gained experience at Wealthtrak Advisors, LLC, First Allied Securities, Inc, Wealthtrak Capital Management, LLC and Purshe Kaplan Sterling Investments. Whited holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Virginia. Wealthtrak Advisors is a financial advisory firm operating out of Virginia Beach, VA. It oversees $121 million in assets between its 618 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 618 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. Wealthtrak Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on the type of financial services offered. However, fee types billed by Wealthtrak Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthtrak Advisors Brokerage Details
$121,166,349
6
618
$196,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ronald Whited Work History
Ronald has been registered as a financial advisor for 11 years.*
Purshe Kaplan Sterling Investments
Wealthtrak Capital Management, LLC
Wealthtrak Advisors, LLC
First Allied Securities, 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 Whited 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 Wealthtrak Advisors
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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