Richard Ross (CRD# 5206622) is an Investment Advisor Representative working at Avantax Advisory Services in Anadarko, OK and has over 16 years of experience in the finance industry.
CRD# 6227287
Lpl Financial LLC
CRD# 5503798
Edward Jones
CRD# 4741840
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hd Vest Insurance Agency, LLC | Irving, TX | Aug 2017 - Current | 6 |
| Richard Jay Ross, Cpa | Anadarko, OK | Jan 2009 - Current | 15 |
| H.d. Vest Advisory Services | Anadarko, OK | Jun 2007 - Current | 16 |
| H.d. Vest Investment Services | Anadarko, OK | Aug 2006 - Current | 17 |
| Richard Jay Ross, Cpa | Anadarko, OK | Apr 1990 - Current | 34 |
| Western Farmers Electric Cooperative | Anadarko, OK | Mar 1985 - Current | 39 |
| Western Farmers Electric Company | Anadarko, OK | Jan 2009 - Aug 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- OK
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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