Skip to content

William Lawrence Ross

Investment adviser representative at North Forty Two & Co.
29 yearsExperience
1 stateRegistered in
$167.9MFirm assets
5 yearsFirm in business

Are you William Lawrence Ross? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

29 years in the industry.

  1. North Forty Two & Co.Oct 1997 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 1 state (OR).

North Forty Two & Co.

$167.9MAssets managed
74Clients
1Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2177428
Firm CRD
148417
Advisor's SEC record (opens in a new tab)
CallContact this firm