Unclaimed Profile

Ronald John Lumley

SKYBOX FINANCIAL GROUP, INC.·BRADENTON, Florida

SIE, Series 7, Series 24, Series 63CFP ChFCClean record23 years registeredSKYBOX FINANCIAL GROUP, INC.

8792 SR 70, BRADENTON, FL 34202CRD# 1673760Firm CRD# 149094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald John Lumley · BRADENTON, FL

Registration

CRD #1673760 · SKYBOX FINANCIAL GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

TRUVESTMENTS CAPITAL LLC

Feb 2018 – present

TRUVESTMENTS CAPITAL LLC

Feb 2009 – Mar 2018

SARASOTA, FL

FAMILY FINANCIAL STRATEGIES, INC.

May 2007 – Nov 2008

SARASOTA, FL

RAYMOND JAMES FINANCIAL SERVICES

Mar 2007 – Jan 2009

SARASOTA, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2006 – Feb 2007

SARASOTA, FL

CHARLES SCHWAB & CO., INC.

Feb 2003 – Dec 2005

SARASOTA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 20, 2003

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUVESTMENTS CAPITAL LLC

CRD 149094 · SEC 801-69863

AUM

$123M

Regulatory assets under management

Employees

247 client accounts

Services offered by TRUVESTMENTS CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUVESTMENTS CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Ronald John Lumley offer?

Ronald John Lumley specializes in Financial Planning, Investment Management. Contact their office in BRADENTON, Florida for a consultation.

What are Ronald John Lumley's credentials?

Ronald John Lumley holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ronald John Lumley located?

Ronald John Lumley is based in BRADENTON, Florida, working with SKYBOX FINANCIAL GROUP, INC.. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.

How does Ronald John Lumley charge for services?

Ronald John Lumley's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYBOX FINANCIAL GROUP, INC.?

SKYBOX FINANCIAL GROUP, INC. has approximately 7 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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