Kenneth Ross (CRD# 1043565) is an Investment Advisor Representative working at Eagle Capital Management, LLC in Mandeville, LA and has over 33 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Capital Management, LLC | Mandeville, LA | May 2020 - Current | 4 |
Eagle Capital Management, LLC | Mandeville, LA | Mar 2000 - May 2020 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1990 |
S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
- LA
- TX
-
Total Assets Under Management396MILLIONS
-
Total Number of Accounts771ACCOUNTS
-
Average Account Value$514,115
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, MS, TX
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