Ross Kroll, financial advisor Los Angeles CA
93 score

Ross Kroll

CRD Number: 6369946
Current Firm: Adviceperiod, LLC

Ross Kroll (CRD# 6369946) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry. Ross Kroll 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
Adviceperiod, LLC Los Angeles, CA Jan 2018 - Current < 1
Oakwood Capital Management LLC Los Angeles, CA May 2017 - Jan 2018 < 1
Mercer Global Advisors Inc. Santa Barbara, CA Sep 2015 - May 2017 1
Mercer Global Advisors Inc. Santa Barbara, CA Jun 2014 - Sep 2015 1
Unemployed Unemployed, AZ May 2014 - Jun 2014 < 1
Steel Dor Of Tucson Tucson, AZ Aug 2013 - May 2014 < 1
University Of Arizona Tucson, AZ Aug 2010 - May 2014 3
Mercer Global Advisors Inc. Santa Barbara, CA May 2013 - Aug 2013 < 1
Tierra Antigua Realty Tucson, AZ Sep 2012 - May 2013 < 1
Cystic Fibrosis Foundation Tucson, AZ Aug 2012 - Dec 2012 < 1
Echo Global Logistics Scottsdale, AZ May 2012 - Aug 2012 < 1
Kroll Contractors Phoenix, AZ May 2011 - Aug 2011 < 1
Fwf Steel Phoenix, AZ Jan 2010 - Aug 2010 < 1
Chaparal High School Scottsdale, AZ Aug 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Ross A. Kroll
Phone Number: 424-281-3600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,550
    MILLIONS
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $994,265
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MD, MO, NY, OH, RI, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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