Robert David Ring
Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
Are you Robert David Ring? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- David Ring (self Employed)Jan 2015 to now
- Independent Financial Strategies LLCJan 2015 to now
- Planmember Securities CorporationJan 2015 to now
- Rdr Wealth ManagementJan 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 4751922
- Firm CRD
- 11869