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Michael Loryn Ross

Everspire

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About Michael Loryn Ross

Michael Loryn Ross is a financial advisor registered with Everspire in Abilene, TX. Michael has been in the financial services industry since February 2014. Michael has passed the Series 6, 7TO, 63 and 65 exams. Michael is registered with the state of Texas as both a broker-dealer and an investment advisor and is also registered in 17 other states as a broker-dealer. Michael holds a designation as a Financial Planner. Michael is the owner of a firm called SouthTowne Enterprise Inc. SCorp DBA Synchrony Wealth Management and is also a partner in RedCap LLC and BlueCap Investment Group, LLC. Michael is a registered representative of Everspire and is a member of FINRA.

Firm Information

Michael Ross is currently registered with Everspire. Everspire is a Registered Investment Advisor (RIA) based in Midvale, UT, with a team of 15 Investment Advisor Representatives. They manage approximately $156.2 million in assets for individuals, corporations, and high-net-worth clients. They provide financial planning, portfolio management, and educational seminars. Everspire participates in wrap fee programs.
Everspire

6900 SOUTH 900 EAST

MIDVALE, UT 84047

$156.25M

Assets Under Management

Not reported

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

Wrap fee

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Michael Ross’s Registration & Firm History

TX

06/08/2023 - Present

Everspire (Abilene TX)

TX

02/13/2014 - 05/25/2023

TITAN SECURITIES (ABILENE TX)

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Licenses & Designations

IA

Issued 01/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Loryn Ross.
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