Charles Ross (CRD# 873558) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 43 years of experience in the finance industry. Charles Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5722601
Stifel, Nicolaus & Company, Incorporated
CRD# 3059193
Lpl Financial LLC
CRD# 5386765
Redwood Coast Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cantella & Company, Inc. | Eureka, CA | Apr 2002 - Current | 22 |
| Premier Financial Group Inc. | Eureka, CA | Dec 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1980 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management672MILLIONS
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Total Number of Accounts1,216ACCOUNTS
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Average Account Value$552,951
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, OR, TX, WA
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