RD
RD

Ronald Michael Dennis

9 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
512 clients
Average Client Portfolio
$634K average
Assets Under Management
$324.6M

Fee Structure

Minimum Investment:$2.5K
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Location

4250 N. Fairfax Dr., Suite 600, Arlington, VA, 22203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald is a licensed insurance agent, notary public, trustee, and president of Nazarene Discipleship International. He dedicates minimal time to each of these activities and receives no compensation.

Employment History
Current Registrations
Invicta Financial Group
June 2024 - Present · 1 yr 8 mos
Previous Registrations
First Command Advisory Services
November 2016 - June 2024 · 7 yrs 7 mos
First Command Brokerage Services, INC.Broker
October 2016 - June 2024 · 7 yrs 8 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.