Allan Ross (CRD# 2858227) is an Investment Advisor Representative working at Nbc Capital Advisors in Salem, OR and has over 27 years of experience in the finance industry. Allan 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# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nbc Capital Advisors | Beaverton, OR | Oct 2021 - Current | 2 |
| Phoenix Home Life Mutual Ins Co | Seattle, WA | Jun 1996 - Current | 27 |
| Bankers Life And Casualty Co | Salem, OR | Dec 1989 - Current | 34 |
| Cfp, Inc. | Salem, OR | Oct 1998 - Oct 2021 | 23 |
| Financial Asset Managers, LLC | Salem, OR | Dec 2019 - Sep 2021 | 1 |
| Financial Asset Managers, LLC | Salem, OR | Aug 2016 - Sep 2021 | 5 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Dec 2016 | < 1 |
| Partners Securities, Inc. | Austin, TX | Oct 1998 - Apr 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
- OR
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Total Assets Under Management564MILLIONS
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Total Number of Accounts1,995ACCOUNTS
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Average Account Value$282,536
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, NV, OR, TX, WA
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