Adrienne Gail Ross
Investment adviser representative at Apforia
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$101.9MFirm 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
13 years in the industry.
- Apforia LtdJun 2023 to now
- Clear Insight Financial Planning LLCJan 2019 to now
- Zieders Enterprises IncJul 2013 to Jan 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (VA, WA).
Apforia
Legal name: Apforia Ltd
$101.9MAssets managed
385Clients
10Advisers
3 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
- 7089842
- Firm CRD
- 327176