Wanda Ross, financial advisor Oklahoma City OK
63 score

Wanda Ross

CRD Number: 3112244
Current Firm: Phillips Capital Advisors, Inc.

Wanda Ross (CRD# 3112244) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry.

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Phillips Capital Advisors, Inc.
Company Name Location Dates Years
T.s. Phillips Investments, Inc. Oklahoma City, OK Mar 2005 - Current 11
Phillips Capital Advisors, Inc. Fka Phillips Securities, Inc. Oklahoma City, OK Mar 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Wanda J. Ross
Phone Number: 405-943-9433
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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