Ross Herman (CRD# 5650505) is an Investment Advisor Representative working at Hip Investor, Inc. in Laguna Beach, CA and has over 14 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sonoma Private Wealth LLC | Sonoma, CA | Mar 2021 - Current | 3 |
Hip Investor Ratings LLC | San Francisco, CA | Feb 2014 - Current | 10 |
Hip Investor, Inc. | San Francisco, CA | Jun 2006 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2009 |
- CA
- IL
- LA
- NY
- NC
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$224,579
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
- Other
CA, IL, LA, NC, NY
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