Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Blount is a financial advisor who has been in the industry for over 10 years. Ross is currently registered with LPL Financial LLC and has been with the firm since September 2023. Prior to that, Ross was registered with U.S. Bancorp Investments, Inc. and Raymond James Financial Services, Inc. Ross holds a Series 66, Series 7, and SIE license. Ross specializes in providing financial planning and investment advice to individuals, families, and businesses. Ross is also a Certified Financial Planner (CFP®).
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.
1
2
CO
09/07/2023 - Present
LPL Financial LLC (WESTMINSTER CO)
CO
07/13/2020 - 09/08/2023
U.S. BANCORP INVESTMENTS, INC. (BOULDER CO)
CO
11/02/2015 - 07/17/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOULDER CO)
NE
05/27/2014 - 11/02/2015
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
07/22/2013 - 03/25/2014
EDWARD JONES (OMAHA NE)
BOTH
Issued 09/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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