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Brandon Ross

FLC Capital Advisors

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About Brandon Ross

Brandon Ross is an Investment Adviser Representative at FLC Capital Advisors, registered with the state of California. Brandon has been in the financial services industry since September 2015. Brandon holds the Series 65 license. Brandon is a licensed investment advisor representative in California.

Firm Information

Brandon Ross is currently registered with FLC Capital Advisors. FLC Capital Advisors is an investment advisor based in PALM DESERT, CA, United States. The firm provides financial planning, portfolio management for individuals and selection of other advisors services to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. The firm has 3 licensed agents, 4 investment adviser representatives, and 5 registered representatives. FLC Capital Advisors manages approximately $709,893,714 in regulatory assets under management. The firm's website is HTTP://WWW.FLCCAPITAL.COM and HTTPS://WWW.FACEBOOK.COM/FLC-CAPITAL-ADVISORS.
FLC Capital Advisors

44750 VILLAGE COURT

PALM DESERT, CA 92260

$709.89M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Brandon Ross’s Registration & Firm History

CA

01/29/2025 - Present

FLC Capital Advisors (Desert Hot Springs CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Ross.
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