VR
VR

Victoria Ross

14 Years of Experience
Reston, VA
Broker

Victoria Ross is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Reston, VA, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

11800 Sunrise Valley Drive, Suite 1425, Reston, VA, 20191

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Victoria is involved with Momentum Capitol Wealth Advisors as a DBA/Support Company Advisor. This activity requires minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
J.P. Morgan Securities LLC
October 2022 - March 2025 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2022 - March 2025 · 2 yrs 5 mos
LPL Financial LLC
April 2021 - April 2021 · 0 mos
LPL Financial LLCBroker
August 2015 - September 2022 · 7 yrs 1 mo
Northwest Financial Advisors LLC
November 2014 - September 2022 · 7 yrs 10 mos
Northwest Financial Group LLCBroker
September 2014 - September 2022 · 8 yrs
Raymond James Financial Services, INC.Broker
November 2011 - September 2014 · 2 yrs 10 mos
State Registrations1 state
VA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Victoria Ross - Financial Advisor | TrueAdvisor