Unclaimed
Ross Hughes is an Investment Advisor Representative associated with BIP Wealth, LLC. Ross is a Certified Financial Planner with over 13 years of experience in the financial services industry. Ross has a Series 65 license. His firm offers financial planning, portfolio management for individuals and businesses, and educational seminars. Ross’s firm has approximately $1 billion to $10 billion under management and has more than 2,000 clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
11/28/2022 - Present
BIP Wealth, LLC (Alpharetta GA)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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