Kevin Ross
Kevin Ross is a registered investment advisor at Private Advisor Group, LLC, based in Mt. Laurel, NJ, with 33 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
9000 Midlantic Dr. Ste 120, Mt. Laurel, NJ, 08054
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Kevin operates Ballast Financial LLC as a DBA for his LPL business and as a Registered Investment Advisor through Private Advisor Group LLC. He is also an insurance agent selling non-variable insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
State Registrations8 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.