Ronald Christopher Whited
Investment adviser representative at Wealthtrak Advisors
32 yearsExperience
2 statesRegistered in
$214.3MFirm assets
4 yearsFirm in business
Are you Ronald Christopher Whited? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2014 to now
- Wealthtrak Capital Management, LLC.Jan 2012 to now
- Wealthtrak Advisors, LLCAug 1994 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Wealthtrak Advisors
Legal name: Wealthtrak Capital Management, L.L.C.
$214.3MAssets managed
278Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2530579
- Firm CRD
- 160057