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.
CRD# 2753945
Fried Asset Management, Inc.
Score
104
CRD# 5037260
Felicitas Investors LLC
Score
103
CRD# 5750892
Invictus Asset Management LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lamia Financial Group, Inc. | Thousand Oaks, CA | Feb 2012 - Current | 6 |
| 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 |
- CA
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts685ACCOUNTS
-
Average Account Value$327,038
- 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
CA, TX
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.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.