Eric Ross (CRD# 4853812) is an Investment Advisor Representative working at Crown Capital Securities, LP in Long Beach, CA and has over 19 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dignity Health | Long Beach, CA | Jan 2022 - Current | 2 |
| Crown Capital Securities, LP | Orange, CA | Oct 2009 - Current | 14 |
| Ross Wealth Management | Long Beach, CA | Oct 2009 - Current | 14 |
| Ross Notary Services | Long Beach, CA | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- CA
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Total Assets Under Management1,223MILLIONS
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Total Number of Accounts5,654ACCOUNTS
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Average Account Value$216,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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