Dustin Keeton Ross
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2021 to now
- Raymond James Financial Services, Inc.Apr 2021 to now
- Capital Asset Advisory Services, LLCJul 2020 to Apr 2021
- The Advancement GroupSep 2019 to Nov 2020
- Dustin Ross PhotographySep 2016 to Jan 2020
- Raymond James Financial Services Advisors Inc.Jan 2016 to Jul 2019
- Raymond James Financial Services, Inc.Jan 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6150525
- Firm CRD
- 149018