Ross Financial Group

Ross Financial Group (CRD# 157627) is a financial advisory firm headquartered in Los Angeles, CA. They manage $3,989,767 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $265,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ross Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
David L. Ross
CRD#: 4511461
611 Wilshire Blvd., Ste 909, Los Angeles, CA 90017
96
Wealthminder
score

David Ross (CRD# 4511461) is an Investment Advisor Representative working at Ross Financial Group in Los Angeles, CA and has over 14 years of experience in the finance industry. David 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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