Paul Ross
Paul Ross is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Neptune Beach, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
442 3rd Street, Neptune Beach, FL, 32266
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business Activities
Paul is a partner in Eleven Atlantic Properties, LLC, a rental real estate business, and co-owner of Eleven Atlantic, LLC, which supports the RJFS office. He also operates Shorelines Wealth Management as a DBA for tax purposes, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
High Mark Securities, INC.Broker
Protective Group Securities CorporationBroker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.