Ron Litteral Jr., WMS
I believe in building lasting relationships. My goal is to be your financial partner throughout life’s journey.
My approach is simple – I listen to your financial dreams and wishes and translate them into a meaningful plan that reflects your personal objectives. Often, that means building a complex financial roadmap by learning your history, understanding your priorities, as well as supporting your timeframe and risk tolerance. My goal is always to help preserve and build the financial world you have worked hard to create for you and your family.
I started my career in Financial Services in 2010. Since then I have earned the Wealth Management Specialist (WMS) certification and achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.
My wife and I live in Carlton, OR where we enjoy the friendly community of local winemakers and unique artisans. We enjoy the quiet life outdoors and some of our favorite activities include fishing, camping, gardening, and horseback riding.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.