Richard Ross
Richard Ross is a registered investment advisor at Cetera Investment Advisers LLC, based in Kennesaw, GA, with 21 years of industry experience. Richard 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
3745 Cherokee St Nw, Ste 702, Kennesaw, GA, 30144
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Regulatory History (1)
Customer Dispute
November 2025Other Business ActivitiesSells Insurance
Richard is involved in several business activities, including EIA sales through Avantax Insurance Agency, managing Windmoor Rentals Partnership, and providing tax preparation/accounting services through Ross Tax Services LLC and Ross Accounting & Financial Services, Inc. He also works as an independent advisor with Legacy Capital Advisors LLC, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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