Investment adviser representative · Ameritrust Investment Advisors Inc.
Ronald C. Dugan Jr.
CRD 2859784 · Tulsa, OK
At a glance
Ronald C. Dugan Jr. is an investment adviser representative with Ameritrust Investment Advisors Inc. in Tulsa, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ronald’s SEC record dates to 2018, about 7 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Ameritrust Investment Advisors Inc.Since January 2024Tulsa, OK · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Ronald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Ameritrust Investment Advisors Inc.
- Kenny L. Brown, Jr.Tulsa
- Laurie M. HortonTulsa
- Jaylon S. RodriguezTulsa
- John H. RoeTulsa · Certified Financial Planner
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