Randle Ross
Randle Ross is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 28 years of industry experience. Randle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14800 San Pedro, Suite 114, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randle is a general partner in Blue Star Properties, a real estate company, and an insurance agent selling life insurance through Avantax. He also owns Randle R. Ross, P.C. as a CPA, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations5 states
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