Ronald Franklin Metcalf

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1978 → Present
  Metcalf And Associates, Inc.
  Greenville, SC
• 09/2014 → Present
  Reliastar
  Greenville, SC
• 09/2014 → 06/2021
  Voya Financial Advisors
  Greenville, SC
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2023 → Present
  The Ibex Group
  Greenville, SC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-05-19 → 2021-06-09
  Voya Financial Advisors, Inc.
  Greenville, SC
  Columbia, SC
  Simpsonville, SC
  Mt Pleasant, SC
  Seneca, SC
  Greenville, SC
  Andrews, NC
  Windsor, CT
  Columbia, SC
  Adel, GA
  Windsor, CT
  Norwalk, IA

Other Businesses

1. NAME OF ENTITY:ROCK SPRINGS BAPTISH CHURCH FINANCE COMMITTEE; No; 212 DAYTON SCHOOL RD; EASLEY; SC; 29642; CHURCH FINANCE COMMITTEE; FINANCE COMMITTEE MEMBER; 6/1/2013; 2; 0; ATTEND MEETINGS AND DISCUSS THE CHURCHES BUDGET; 2. NAME OF ENTITY:Metcalf & Associates; No; 104 WHITESETT ST; GREENVILLE; SC; 29601; Fixed Life Insurance; Co-Managing Director; 4/1/2013; 40; 40; Co-Managing Director, recruit and train; 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 104 WHITESETT ST; GREENVILLE; SC; 29601; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 4/3/2009; 40; 40; sales of fixed insurance products; 4. NAME OF OTHER BUSINESS: THE IBEX GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1987-02-09

Other Names

• Ronnie Metcalf