Ross LoomisCRD Number: 6321729
Current Firm: Evermay Wealth Management, LLC
Ross Loomis (CRD# 6321729) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Evermay Wealth Management, LLC||Arlington, VA||Apr 2014 - Current||3|
|Rti International||Research Triangle Park, NC||Oct 2012 - Apr 2014||1|
|Rti International||Research Triangle Park, NC||Jul 2008 - Oct 2012||4|
|Nicholas-applegate Capital Management||San Diego, CA||Jun 2007 - Jun 2008||1|
|Halstrom||Oceanside, CA||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management397MILLIONS
Total Number of Accounts783ACCOUNTS
Average Account Value$506,656
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DC, FL, MA, MD, MI, NC, NY, PA, SC, TX, VA, WV
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