Daniel Ross, financial advisor Oakland CA
96 score

Daniel Ross

CRD Number: 3130209
Current Firm: Liberty Group, LLC

Daniel Ross (CRD# 3130209) is an Investment Advisor Representative working at Liberty Group, LLC in Oakland, CA and has over 17 years of experience in the finance industry. Daniel 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.

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Professional Designations
Company Name Location Dates Years
Liberty Group, LLC Oakland, CA Jun 2008 - Current 8
Granite Bay Asset Management Roseville, CA Jan 2005 - Current 11
Daniel Ross Accountancy Corp Gold River, CA Mar 1996 - Current 20
1st Global Insurance Services, Inc. Gold River, CA Sep 2007 - Jun 2008 < 1
1st Global Capital Corp Gold River, CA Jul 2007 - Jun 2008 < 1
1st Global Advisors, Inc. Gold River, CA Jul 2007 - Jun 2008 < 1
Axa Advisors, LLC Gold River, CA Jun 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Daniel D. Ross
Phone Number: 510-658-1880
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    683
    MILLIONS
  • Total Number of Accounts
    1,340
    ACCOUNTS
  • Average Account Value
    $509,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DC, FL, ID, IL, MA, MD, ME, MI, NE, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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