Donald RossCRD 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.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Independent Financial Partners
|Tounjian Advisory Group, LLC||Ft. Meyers, FL||May 2015 - Current||2|
|Guardian Life Insurance Company||Columbus, OH||Jul 2005 - Current||12|
|Ross Wealth Advisors, LLC||Columbus, OH||Jan 1999 - Current||18|
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CA, FL, MD, OH
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.