Ross Financial Group

Ross Financial Group (CRD# 157627) is a financial advisory firm headquartered in , . They manage $9,322,007 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://rossfg.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $274,177
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Ross, financial advisor Long Beach CA
David L. Ross
CRD#: 4511461
Long Beach, CA

David Ross (CRD# 4511461) is an Investment Advisor Representative working at Ross Financial Group in Long Beach, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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