Maria Ross, financial advisor Chesapeake VA
81 score

Maria Ross

CRD Number: 3023875
Current Firm: Integrated Wealth Concepts LLC

Maria Ross (CRD# 3023875) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chesapeake, VA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Chesapeake, VA Oct 2016 - Current 1
Lpl Financial LLC Chesapeake, VA Oct 2016 - Current 1
Lincoln Financial Securities Corporation Chesapeake, VA May 2011 - Oct 2016 5
American Express Financial Advisors Virginia Beach, VA Feb 1998 - May 2011 13
Ids Life Insurance Company Virginia Beach, VA Feb 1998 - May 2011 13
Ameriprise Financial Services Inc. Chesapeake, VA Feb 1998 - May 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Maria T. Ross
Phone Number: (781) 890-3045
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    550
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

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BADGES
81

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