Wanda Jo Ross
Investment adviser representative at Thurston Springer Advisors
21 yearsExperience
1 stateRegistered in
$6BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Thurston Springer AdvisorsJan 2025 to now
- Thurston Springer FinancialJun 2024 to now
- Phillips Capital Advisors, Inc. Fka Phillips Securities, Inc.Mar 2005 to Jun 2024
- T.S. Phillips Investments, Inc.Mar 2005 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OK).
Thurston Springer Advisors
Legal name: Thurston Springer Advisors, LLC
$6BAssets managed
4,694Clients
99Advisers
7 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
- 3112244
- Firm CRD
- 299201