Ross Martin (CRD# 7526695) is an Investment Advisor Representative working at Equitable Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Mar 2022 - Current | 1 |
| Unemployed | Wilsonville, OR | Sep 2021 - Mar 2022 | < 1 |
| Father's House Church | Bend, OR | Nov 2020 - Aug 2021 | < 1 |
| Tri Counties Bank | Redding, CA | Jun 2018 - Nov 2020 | 2 |
| Shasta County Office Of Education | Redding, CA | Sep 2017 - Jun 2018 | < 1 |
| Redding Parks And Recreation | Redding, CA | Jan 2017 - Jan 2018 | 1 |
| Turtle Bay School | Redding, CA | Aug 2016 - Jun 2017 | < 1 |
| Shasta Union Elementary School | Shasta, CA | Aug 2016 - Jun 2017 | < 1 |
| Bethel United Methodist Church | Mascoutah, IL | Jan 2016 - Aug 2016 | < 1 |
| West Wood Take And Bake | Redding, CA | Jun 2015 - Dec 2015 | < 1 |
| Redding Christian Fellowship | Redding, CA | Mar 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- OR
- WA
-
Total Assets Under Management27,251MILLIONS
-
Total Number of Accounts77,076ACCOUNTS
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Average Account Value$353,557
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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