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Ronald Robert Spence

Atlantic Investments A Registered Investment Advisor, Inc

Los Angeles, CA

Sylmar, CA

CRD 8001515

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Employer firm

Atlantic Investments A Registered Investment Advisor, Inc CRD 154001

205 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

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

Current Employers
Atlantic Investments A Registered Investment Advisor, Inc

2029 Century Park East Suite 400, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-11-06
  • CA RA
    APPROVED_RES
    Since 2024-11-06

Branch Locations

2029 Century Park East Suite 400, Los Angeles, CA 90067 • United States

Sylmar, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaiser Permanete Panorama City CA 10/1983 Present
Atlantic Investments A Registered Investment Advisor, Inc Los Angeles CA 10/2024 Present

View on SEC IAPD

Nearby Firms

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WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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