Corey Ross
Corey Ross is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane Valley, WA, with 22 years of industry experience. Corey 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
920 N Argonne Rd Ste 204, Spokane Valley, WA, 99212
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Regulatory History (1)
Employment Separation After Allegations
April 2017Other Business ActivitiesSells Insurance
Corey sells fixed insurance products (life, annuities, and long-term care) with various companies, dedicating full-time hours to this. He is also the executive director of The Extra Mile Academy, a financial literacy non-profit, and owner of both Corey Ross Consulting, LLC (financial services), and The Extra Mile Academy (tax preparation), dedicating minimal time to the non-profit and varying hours to the other two.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations24 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.