James RossCRD Number: 4448926
Current Firm: Lancaster Pollard Investment Advisory Group
James Ross (CRD# 4448926) is an Investment Advisor Representative working at Lancaster Pollard Investment Advisory Group in Columbus, OH and has over 7 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Lancaster Pollard & Company LLC||Columbus, OH||Jul 2013 - Current||3|
|Morgan Stanley Smith Barney||Columbus, OH||May 2012 - Jul 2013||1|
|Bank Of America, Na||Columbus, OH||May 2010 - May 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Columbus, OH||Nov 2009 - May 2012||2|
|Morgan Stanley Smith Barney||Columbus, OH||Jun 2009 - Nov 2009||< 1|
|Morgan Stanley & Co Inc.||Columbus, OH||Sep 2008 - Jun 2009||< 1|
|Oxford Lending Group||Worthington, OH||Mar 2008 - Sep 2008||< 1|
|Us Capital Group||Columbus, OH||Feb 2006 - Sep 2008||2|
|Global Mortgage||Columbus, OH||Feb 2006 - Mar 2008||2|
|Residential Finance Corp||Columbus, OH||Oct 2003 - Feb 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management316MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$17,544,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
IN, MI, OH
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