Randle Russell Ross

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1983 → Present
  Randle R. Ross,P.C.
  San Antonio, TX
• 05/1997 → 10/2019
  1St Global Capital Corp.
  San Antonio, TX
• 05/2000 → 10/2019
  1St Global Advisors, Inc.
  San Antonio, TX
• 06/2004 → 09/2025
  Avantax Insurance Agency, Llc
  San Antonio, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  San Antonio, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  San Antonio, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  San Antonio, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  San Antonio, TX
• 2000-06-15 → 2019-10-25
  1St Global Advisors Inc
  San Antonio, TX

Other Businesses

1) BLUE STAR PROPERTIES POSITION: GENERAL PARTNER NATURE: REAL ESTATE COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/30/1997 ADDRESS: San Antonio TX, United States DESCRIPTION: Real estate general partner. 2)RANDLE R. ROSS,P.C.; OTHER - OWNER/CPA; NIR; 08/01/1983;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1997-07-09

Designations

• Personal Financial Specialist