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Sharron Ross

Cetera Investment Advisers LLC
16 Years of Experience
Glen Allen, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Sharron Ross is a registered investment advisor at Cetera Investment Advisers LLC, based in Glen Allen, VA, with 16 years of industry experience. Sharron is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

140 Eastshore Dr, Suite 105, Glen Allen, VA, 23059

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History

Regulatory History (1)
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Customer Dispute
July 2015
Denied
View Full SEC ReportHow to Read Disclosures
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 8 mos
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 4 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.
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