George Greene Ross
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$256.8BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Ross | Carreiro | Brown Cpas, P.C.Feb 2022 to now
- George G Ross Cpa Pfs CfpOct 2010 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Oct 2024 to Sep 2025
- Avantax Advisory ServicesSep 2010 to Sep 2025
- Avantax Investment Services, IncAug 2010 to Sep 2025
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3165070
- Firm CRD
- 105644