Unclaimed
Ross Shull is a financial advisor at LPL Financial LLC, with offices in Harrisonburg, VA. Ross has been in the financial services industry since 2010 and has a broad range of experience in investment planning and management. Ross's focus is on serving the needs of individual clients and is passionate about helping them achieve their financial goals. Ross holds the Series 7, Series 66, and SIE securities licenses. Ross is also a Registered Representative with the state of Virginia. Ross is a member of LPL Financial's member investment services program. Ross has been a financial advisor with LPL Financial since 2014. Prior to joining LPL Financial, Ross worked at Edward Jones.
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
VA
10/15/2014 - Present
LPL Financial LLC (HARRISONBURG VA)
VA
10/04/2010 - 10/09/2014
EDWARD JONES (STAUNTON VA)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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