George Ross, financial advisor San Luis Obispo CA
96 score

George Ross

CRD Number: 3165070
Current Firm: H.d. Vest Advisory Services, Inc.

George Ross (CRD# 3165070) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Luis Obispo, CA and has over 17 years of experience in the finance industry. George 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.

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Professional Designations
Company Name Location Dates Years
George G Ross Cpa Pfs Cfp Morro Bay, CA Oct 2010 - Current 6
H.d. Vest Advisory Services San Luis Obispo, CA Sep 2010 - Current 6
H.d. Vest Investment Services San Luis Obispo, CA Aug 2010 - Current 6
George Ross, Cpa San Luis Obispo, CA May 2010 - Sep 2010 < 1
A.v. Arias & Company San Diego, CA May 2009 - Apr 2010 < 1
Mcnally Financial Services Corporation San Diego, CA Aug 2009 - Feb 2010 < 1
Rsm Mcgladrey San Diego, CA Dec 2008 - Apr 2009 < 1
Unemployed San Luis Obispo, CA Oct 2007 - Dec 2008 1
National Planning Corporation Santa Barbara, CA May 2006 - Oct 2007 1
Bartlett, Pringle & Wolf, LLP Santa Barbara, CA Jan 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for George G. Ross
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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