Andrew Ross
Andrew Ross is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Richardson, TX, with 52 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2221 Lakeside Blvd Ste 1250, Richardson, TX, 75082
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Andrew owns a business at Kings Hollow Drive in Dallas, spending minimal time per week on it. He also has outside employment at Forum 575 in Richardson, dedicating about 10-20% of his time, including during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Financial Securities CO., INC.Broker
State Registrations4 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.