David Ross (CRD# 4511461) is an Investment Advisor Representative working at Ross Financial Group in Long Beach, CA and has over 21 years of experience in the finance industry. David Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Ross Financial Group | Long Beach, CA | Jun 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$274,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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