Ross Van Klaveren (CRD# 4963151) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 18 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | San Antonio, TX | Mar 2022 - Current | 2 |
| Bank Of America, N.a. | San Antonio, TX | Apr 2019 - Mar 2022 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | Feb 2019 - Mar 2022 | 3 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - Feb 2019 | 1 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Jul 2016 - Feb 2019 | 2 |
| Advocare | Plano, TX | Apr 2014 - Feb 2019 | 4 |
| Usaa Financial Planning Services | San Antonio, TX | Jan 2009 - Feb 2019 | 10 |
| Usaa Financial Advisors, Inc. | Jacksonville, NC | Sep 2007 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- NJ
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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