Ira Ross (CRD# 722300) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has over 43 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spartan Planning & Wealth Management, LLC | Greensboro, NC | Jul 2015 - Current | 8 |
| United Advisors, LLC | Toledo, OH | Jan 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1981 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1992 |
- NC
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts892ACCOUNTS
-
Average Account Value$313,522
- 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
GA, NC
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