David Ross is a CFP-designated registered investment advisor at Ross Financial Group, based in Long Beach, CA, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning. Their firm serves 80 clients with $15M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Long Beach, CA
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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
David works as an insurance broker, dedicating about 10-20% of his time to this activity. He also provides business consulting services to a client, spending minimal time on this.
Employment History
Current Registrations
Ross Financial Group
Previous Registrations
The Ross Financial Group
Riverflow Wealth Management, LLC
MML Investors Services, INC.
State Registrations1 state
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