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
Campbell Financial Partners, LLC
|Tounjian Advisory Group, LLC||Ft. Myers, FL||May 2015 - Current||3|
|Guardian Life Insurance Company||Columbus, OH||Jul 2005 - Current||12|
|Ross Wealth Advisors, LLC||Columbus, OH||Jan 1999 - Current||19|
|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 Management5MILLIONS
Total Number of Accounts44ACCOUNTS
Average Account Value$116,331
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MD, OH
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