Michael RossCRD Number: 2664674
Current Firm: Riggs Capital Management, LLC
Michael Ross (CRD# 2664674) is an Investment Advisor Representative working at Riggs Capital Management, LLC in Smoot, WY and has over 27 years of experience in the finance industry. Michael Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Money Concepts Advisory Service
Return On Investment, LLC
Hale Financial Solutions, LLC
|Crow Creek Wealth, LLC||San Ramon, CA||Apr 2019 - Current||3|
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Apr 2019||< 1|
|Fidelity Investments Institutional Services Company, Inc.||Salt Lake City, UT||Sep 1995 - Apr 2019||23|
|Strategic Advisors Inc.||Salt Lake City, UT||Mar 2004 - Jul 2018||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
|S66||NASAA Uniform Combined State Law Examination||Jan 2004|
Total Assets Under Management253MILLIONS
Total Number of Accounts372ACCOUNTS
Average Account Value$680,078
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, KY, MI, MO, NH, TX, UT, VA, WA, WY
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