Matthew Ross
Matthew Ross is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bothell, WA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17921 Bothell Everett Hwy, Ste 106, Bothell, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns M&HR Properties LLC and The Ross Investment Co. LLC, both rental real estate businesses, dedicating minimal time to each. He is also the owner and president of Ross Financial Inc, a support company, also requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations34 states
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