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Sharron Ross
15 Years of Experience
Glen Allen, VA
1 DisclosureBroker
Sharron Ross is a registered investment advisor at Cetera Investment Advisers LLC, based in Glen Allen, VA, with 15 years of industry experience. Sharron 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
140 Eastshore Dr, Suite 105, Glen Allen, VA, 23059
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2015Denied
Other Business Activities
Sharron volunteers at Crutchfield Farms and is the 100% owner of Sharron C Ross Enterprises LLC, which is used for tax filing purposes only. These activities are not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2021 - Present · 5 yrs 3 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
April 2010 - June 2019 · 9 yrs 2 mos
State Registrations5 states
LAMDNCSCVA
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.