Brian Ross

Employer firm

Freedom Financial Advisors, LLC CRD 321101

$13.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 06/2011 → 09/2016
  Transamerica
  Charleston, WV
• 09/2016 → Present
  Freedom Financial Insurance Group
  Charleston, WV
• 08/2022 → Present
  Freedom Financial Advisors
  Charleston, WV

Other Businesses

Freedom Financial Insurance Group- Selling fixed annuities and life insurance- Agent- started approximately 6/2017- approximately 70 hours per month during trading hours- meet perspective clients to assist in fixed savings products and life products Freedom Federal Educators - Provides educational services- agent- 30 hours per month during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-12

Other Names

• Brian Eddie Ross