Gary Ross (CRD# 5985102) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 12 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gulf Coast Advisors, Inc. | Palm Harbor, FL | May 2016 - Current | 7 |
| Veterans Ac & Heat Inc. | Palm Harbor, FL | May 2016 - Current | 7 |
| Realta Equities, Inc. | Wilmington, DE | May 2016 - Current | 7 |
| Realta Investment Advisors, Inc. | Wilmington, DE | May 2016 - Current | 7 |
| The Boxx Llc Dba Crossfit Palm Harbor | Palm Harbor, FL | May 2015 - Feb 2017 | 1 |
| Waddell & Reed, Inc. | Tampa, FL | Jun 2013 - May 2016 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Palm Harbor, FL | Jun 2013 - May 2016 | 2 |
| Palm Harbor Chamber Of Commerce | Palm Harbor, FL | Jan 2014 - Jan 2016 | 2 |
| Power Partners | Odessa, FL | Jan 2014 - Jan 2016 | 2 |
| Rotary Club Of Palm Harbor | Palm Harbor, FL | Jul 2014 - Jun 2015 | < 1 |
| Freedom Property Ventures LLC | Palm Harbor, FL | Jan 2015 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- FL
- GA
- NC
- PA
- SC
- TX
-
Total Assets Under Management800MILLIONS
-
Total Number of Accounts3,529ACCOUNTS
-
Average Account Value$226,609
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.