Randle Ross
Randle Ross is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 29 years of industry experience. Randle is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14800 San Pedro, Suite 114, San Antonio, TX, 78232
Get directionsHistory
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 Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations7 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.
Exams
More Advisors
- Harold PuhlCetera Investment Advisers LLC
- Trevor Myres, PFSCetera Investment Advisers LLC
- Nicholas Agostino, CFPCetera Investment Advisers LLC
- Justin HorsmanCetera Investment Advisers LLC
- Yoshia Hence, ChFCCetera Investment Advisers LLC
- Michael ClarkCetera Investment Advisers LLC