Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Robert Ross is an investment advisor representative with LPL Financial LLC. Brent has been in the industry since December 2015 and has a Series 7, Series 66, and SIE license. Brent is registered with the state of Washington and is also registered with the state of Texas as an Investment Advisor Representative. Brent was previously an advisor with Edward Jones. Brent is also active as a registered representative in Arizona, California, Florida, Idaho, Iowa, Massachusetts, Nevada, North Carolina, Oregon, Rhode Island, Texas, and Washington. Brent also provides financial planning services and specializes in investment advice for individuals, businesses, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
12/01/2023 - Present
LPL Financial LLC (GIG HARBOR WA)
WA
12/07/2015 - 12/01/2023
EDWARD JONES (GIG HARBOR WA)
BOTH
Issued 01/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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