George Ross is a CFP, PFS-designated registered investment advisor, based in Morro Bay, CA, with 20 years of industry experience.
Location
895 Shasta Avenue, Morro Bay, CA, 93442
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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
George is a CPA and CEO of Ross | Carreiro | Brown CPAS, P.C., focusing on accounting and tax preparation, taking up nearly full-time. He also owns rental properties and is a licensed insurance agent, occasionally selling annuities and life insurance when suitable for clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Mcnally Financial Services CorporationBroker
Mcnally Financial Services Corporation
National Planning CorporationBroker
Mission Wealth Management, LLC
H.D. Vest Investment ServicesBroker
Prudential Securities IncorporatedBroker
State Registrations9 states
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