Juan RosCRD Number: 6028956
Current Firm: Lamia Financial Group, Inc.
Compensation Model: Fee Only
Juan Ros (CRD# 6028956) is an Investment Advisor Representative working at Lamia Financial Group, Inc. in Thousand Oaks, CA and has 6 years of experience in the finance industry. Juan Ros 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Greyfox Investors LLC
Felicitas Investors LLC
|Lamia Financial Group, Inc.||Thousand Oaks, CA||Feb 2012 - Current||4|
|Ronald Reagan Presidential Foundation||Simi Valley, CA||Dec 2008 - Feb 2012||3|
|The Als Association||Calabasas Hills, CA||Jan 2008 - Dec 2008||< 1|
|Occidental College||Los Angeles, CA||May 2007 - Jan 2008||< 1|
|The Als Association||Calabasas Hills, CA||Aug 2001 - May 2007||5|
Total Assets Under Management187MILLIONS
Total Number of Accounts597ACCOUNTS
Average Account Value$312,835
- 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
- Pension consulting services
Please remember to contact Lamia Financial Group, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Lamia Financial Group, Inc. to effect any specific transactions for your account. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.