Donald Ross, financial advisor Columbus OH

Donald Ross

CRD Number: 1786206
Current Firm: Ross Wealth Advisors, LLC

Donald Ross (CRD# 1786206) is an Investment Advisor Representative working at Ross Wealth Advisors, LLC in Columbus, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ross Wealth Advisors, Inc. Columbus, OH May 2019 - Current 4
Ross Wealth Advisors, Inc. Columbus, OH Jan 2017 - Current 7
Tounjian Advisory Group, LLC Ft. Myers, FL May 2015 - Jun 2019 4
Ross Wealth Advisors, LLC Columbus, OH Jan 1999 - Jan 2017 18
Signature Investment Inc. Dayton, OH Jan 2013 - May 2015 2

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Donald L. Ross
Phone Number: 614-545-0277
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $165,883
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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