RR
PFS
RR
PFS
Richard Ross is a PFS-designated registered investment advisor, based in Anadarko, OK, with 19 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3104 Shady Lane, Anadarko, OK, 73005
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2026Pending
Other Business ActivitiesSells Insurance
Richard is a partner at Ross & Henderson, PLLC, a CPA and tax preparation business owner, and is involved with several local organizations. He also sells fixed indexed annuities and other insurance products through Avantax Insurance Agency, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
July 2007 - September 2025 · 18 yrs 2 mos
Avantax Investment Services, INC.Broker
December 2006 - September 2025 · 18 yrs 9 mos
State Registrations8 states
ARCOKSMIMOOKTNTX
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.