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Ronald Stanley Latin

LIBERTY WEALTH MANAGEMENT, LLC·SANTA ANA, California
Clean recordLIBERTY WEALTH MANAGEMENT, LLC
1811 EAST GARRY AVENUE, SANTA ANA, CA 92705CRD# 1151848Firm CRD# 147860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Stanley Latin · SANTA ANA, CA
Registration
CRD #1151848 · LIBERTY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronald Stanley Latin is a registered financial advisor based in SANTA ANA, California, affiliated with LIBERTY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
LIBERTY WEALTH MANAGEMENT, LLC
LIBERTY WEALTH MANAGEMENT, LLC
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LIBERTY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1151848
Firm CRD# 147860
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald Stanley Latin offer?
Ronald Stanley Latin specializes in Financial Planning, Investment Management. Contact their office in SANTA ANA, California for a consultation.
What are Ronald Stanley Latin's credentials?
Ronald Stanley Latin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Stanley Latin located?
Ronald Stanley Latin is based in SANTA ANA, California, working with LIBERTY WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does Ronald Stanley Latin charge for services?
Ronald Stanley Latin's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY WEALTH MANAGEMENT, LLC?
LIBERTY WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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