David Victor Ross
Investment adviser representative at Price Financial Group Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
$173.5MFirm assets
4 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
- Pension consulting
Experience
12 years in the industry.
- Price Financial Group Wealth Management, Inc.Sep 2023 to now
- Edward JonesJan 2014 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Price Financial Group Wealth Management, Inc.
$173.5MAssets managed
549Clients
5Advisers
4 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
- 6284235
- Firm CRD
- 323146