Bryan Ross
Bryan Ross is a registered investment advisor at LPL Financial LLC, based in Coeur d'Alene, ID, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2501 E. Sherman Avenue, Suite 76, Coeur d'Alene, ID, 83814
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 1999Customer Dispute
February 1997Customer Dispute
May 1996Other Business Activities
Bryan operates under the DBAs Outcome Private Wealth and Stratos Wealth Partners for his LPL business, dedicating full-time hours to these activities. He also works as a sculptor/artist under Bryan K Ross Studios, spending minimal time on this non-investment related pursuit.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
D.A. Davidson & CO.Broker
Foster & Marshall INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.