Ross Barbatti, financial advisor Waterloo IA

Ross Barbatti

CRD Number: 4707696
Current Firm: Net Worth Advisors

Ross Barbatti (CRD# 4707696) is an Investment Advisor Representative working at Net Worth Advisors in Waterloo, IA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Waterloo, IA Aug 2019 - Current 4
Lpl Financial LLC Waterloo, IA Jul 2012 - Current 11
Net Worth Advisors Waterloo, IA Mar 2007 - Current 17
Advantage Investment Management, LLC Waterloo, IA Dec 2008 - Dec 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Ross J. Barbatti
Phone Number: 319-232-5500
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IA

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