Andrew Ross, financial advisor Waltham MA
96 score

Andrew Ross

CRD Number: 5574651
Current Firm: Lincoln Financial Advisors Corporation

Andrew Ross (CRD# 5574651) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Waltham, MA and has over 7 years of experience in the finance industry. Andrew 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
Lincoln Financial Advisors Waltham, MA Feb 2014 - Current 2
Davinci Capital Management Inc. Cambridge, MA Sep 2008 - Feb 2014 5
Axa Advisors Wellesley, MA Aug 2008 - Sep 2008 < 1
Watertown House Of Pizza Watertown, MA Jul 2008 - Aug 2008 < 1
Boloco Waltham, MA Feb 2008 - Jul 2008 < 1
Bentley College Waltham, MA Sep 2004 - May 2008 3
Brighams Arlington, MA May 2007 - Nov 2007 < 1
Boloco Waltham, MA Oct 2006 - May 2007 < 1
Northborough House Of Pizza Northborough, MA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Andrew J. Ross
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, 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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