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Ronald W
Series 63, Series 66, Series 65
Alexandria, VA
Acorn Financial Advisory Services, Inc.
Ronald Whitley is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63, 65, and 66 licenses and having eight years of industry experience. He has worked with Acorn since 2017 and is also an independent software consultant. Acorn Financial Advisory Services, Inc. is a fee-only registered investment adviser managing approximately $1.4 billion for a diverse client base including individuals, families, pension plans, trusts, and small businesses. The firm employs globally diversified portfolios using a variety of securities and offers specialized model strategies alongside educational seminars and subadvisory services.
Steven B
Series 63, Series 65
Alexandria, VA
Acorn Financial Advisory Services, Inc.
Steven Brandt is a financial advisor at Acorn Financial Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Acorn since 2017, following a year at LPL Financial. He is a partner in a personal closed investment partnership, Path to AUM LLC, involving three licensed representatives. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, trusts, charitable organizations, and small businesses. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, and provides subadvisory services and annuity contract administration.
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