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
Palatine Advisors, Inc.
Commonwealth Financial Network
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.