Donald Ross, financial advisor Fort Myers FL
52 score

Donald Ross

CRD Number: 1786206
Current Firm: Tounjian Advisory Group, LLC

Donald Ross (CRD# 1786206) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

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Aci Wealth Advisors
Company Name Location Dates Years
Tounjian Advisory Group, LLC Ft. Meyers, FL May 2015 - Current 1
Guardian Life Insurance Company Columbus, OH Jul 2005 - Current 11
Ross Wealth Advisors, LLC Columbus, OH Jan 1999 - Current 17
Signature Investment Inc. Dayton, OH Jan 2013 - May 2015 2
Sicor Securities Inc. Dayton, OH Mar 2011 - Oct 2013 2
Sicor Securities Inc. Dayton, OH Mar 2011 - Dec 2012 1
Ross Wealth Coaching, LLC Columbus, OH Feb 2011 - Mar 2012 1
Global Financial Private Capital, LLC Sarasota, FL Feb 2010 - Mar 2011 1
H. Beck, Inc. Rockville, MD Jul 2008 - Apr 2009 < 1
Park Avenue Securities, LLC Columbus, OH Jan 2007 - Jul 2008 1
Park Avenue Securities Columbus, OH Jul 2005 - Jul 2008 3

Donald Ross has no recent exams reported.
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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald L. Ross
Phone Number: 239-561-1155
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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