Ross Aho is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marqette, MI, with 5 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

205 N Lakeshore Blvd Ste B, Marqette, MI, 49855

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

Ross is an associate/employee and relationship manager at Mark Aho Financial Group, assisting advisors with clients, scheduling, preparing meetings, and completing tasks. This takes about half of Ross's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
State Registrations34 states
ALARAZCACOCTFLGAHIIAIDILINKYLAMAMDMIMNMOMTNCNENMOHORPASCTNTXUTVAWAWI
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.