Wanda Ross
Wanda Ross is a registered investment advisor at Thurston Springer Advisors, based in Oklahoma City, OK, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
3401 NW 63rd Street, Suite 600, Oklahoma City, OK, 73116
Get directionsHistory
Regulatory History (4)
Regulatory
June 2010Customer Dispute
December 2009Customer Dispute
December 2009Customer Dispute
December 2009Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Phillips Capital Advisors, INC.
T.S. Phillips Investments, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations6 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.