Ronnie Lee Huskey

Employer firm

Overridge Wealth Advisors CRD 115009

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2017
  Waddell & Reed, Inc
  Austin, TX
• 01/2015 → Present
  Various Insurance Carriers
  Fort Worth, TX
• 05/2017 → Present
  Lee Johnson Capital Management, Llc
  Fort Worth, TX
• 05/2017 → 03/2023
  Triad Advisors, Inc.
  Norcross, GA

Previous Registrations

• 2014-12-02 → 2017-05-02
  Waddell & Reed
  Austin, TX
  Colleyville, TX

Other Businesses

1)OverRidge Wealth Advisors;investment related;6300 Ridglea Place,Suite 1020,Fort Worth,TX 76116;RIA;investment advisor;3/1/2018;160 hrs/month;6.5 hrs during trading;will meet with clients and prospects to review their investments and give them investment advice and/or recommendations 2)Various insurance companies;investment related;6300 Ridglea Place,Suite 1020,Fort Worth,TX 76116;insurance;insurance rep;1/2015;4 hrs/month;10 min during trading;perform survivor benefit analysis as necessary

Exams

• S66 Uniform Combined State Law Examination
  2014-12-02
• S63 Uniform Securities Agent State Law Examination
  1988-01-22

Other Names

• Ron Huskey