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Ross Wilson Burnam

Omicron Advisors, LLC

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About Ross Wilson Burnam

Ross Burnam is a financial advisor with over 20 years of experience in the industry. Ross is currently registered with Omicron Advisors, LLC and holds Series 7 and 66 securities licenses, along with the SIE exam. Ross is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Ross specializes in providing financial planning services and portfolio management for individuals and charitable organizations. Ross also provides pension consulting services.

Firm Information

Ross Burnam is currently registered with Omicron Advisors, LLC. Omicron Advisors, LLC is an investment advisory firm based in Lancaster, Pennsylvania. They specialize in financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $106.1 million in assets for 165 clients, primarily high-net-worth individuals and charitable organizations.
Omicron Advisors, LLC

300 GRANITE RUN DRIVE

LANCASTER, PA 17601

$106.14M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ross Burnam’s Registration & Firm History

PA

04/13/2015 - Present

Omicron Advisors, LLC (LANCASTER PA)

DE

11/06/2007 - 12/31/2014

1ST GLOBAL CAPITAL CORP. (NEWARK DE)

DE

04/26/2000 - 11/09/2007

AXA ADVISORS, LLC (NEWARK DE)

TX

01/04/2000 - 03/28/2000

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 12/21/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Wilson Burnam.
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