Ronald Bradford Burley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2012 → 01/2025
  United Bank
  Parkersburg, WV
• 07/2012 → 01/2025
  United Brokerage Services, Inc.
  Parkersburg, WV
• 02/2025 → Present
  Lpl Financial Llc
  Middleton, MD
• 02/2025 → Present
  Bank Of Charlestown
  Middleton, MD

Previous Registrations

• 2012-07-27 → 2024-10-16
  United Brokerage Services, Inc
  Bethesda, MD
  Hagerstown, MD
• 2010-04-26 → 2011-12-09
  Capital One Financial Advisors Llc
  Melville, NY
• 2005-09-09 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1 - 12/2024 - BCT Investments - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business location(s). 2 - 12/2024 - Bank of Charlestown - Financial Institution Duty - Inv Related - 3 Hours/Month - 1 Hour During Trading - MD 21769 - OBA Start Date: 12/02/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-15
• S63 Uniform Securities Agent State Law Examination
  2001-01-11