Ross DevaloisCRD Number: 1041195
Current Firm: Nations Financial Group, Inc.
Ross Devalois (CRD# 1041195) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Iowa City, IA and has over 34 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Nations Financial Group, Inc.||Iowa City, IA||Mar 1998 - Current||19|
|Kirkwood Community College||Cedar Rapids, IA||Jan 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management597MILLIONS
Total Number of Accounts2,477ACCOUNTS
Average Account Value$241,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI