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Kevin Allen Ross

Advisor at OSAIC — Cairo, GA

Updated today

Credentials

Series 63

Experience

29 years

Location

Cairo, GA 39828

OSAIC logo

OSAIC

Institution

Total advisors

7,856

Across 3,559 offices

Clients per advisor

72 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Kevin Ross is a financial advisor with OSAIC, holding a Series 63 credential and 29 years of industry experience. Prior to joining OSAIC in 2024, he spent 10 years at Securities America Advisors, Inc. and Securities America, Inc. Ross is also the owner of Ross Advisory Group and Retirement Services, where he focuses on life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with multiple advisory platforms. The firm employs various asset-allocation tools, risk assessments, and third-party services to construct and manage portfolios across a broad spectrum of investment vehicles.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Cairo, GA

22 3rd Avenue NW

Cairo GA 39828

Advisors at this office

1

Most active in

Florida · Georgia · Texas

Work history

29 years of industry experience

OSAIC

2024 - Present • 2 years

Cairo, GA

Securities America Advisors, Inc.

2014 - 2024 • 10 years

La Vista, NE

SECURITIES AMERICA, inc.

2014 - 2024 • 10 years

Cairo, GA

Sunset Financial Services, Inc.

2003 - 2014 • 11 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Fred J

Series 66

Thomasville, GA

Wiregrass Asset Management

Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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John P

Series 65

Thomasville, GA

MMHP Investment Advisors

John Parker is a Series 65-licensed financial advisor with 22 years of industry experience, currently serving at MMHP Investment Advisors since 2008. Prior to this, he worked at Parkway Wealth Management, LLC and Joseph Parker & Company Inc. MMHP Investment Advisors focuses on discretionary investment management, portfolio monitoring, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $435 million in discretionary assets across 336 accounts, developing individualized investment plans that utilize both fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David M

Series 63, Series 65

Thomasville, GA

MMHP Investment Advisors

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kathy B

Series 63, Series 65, Series 66

Thomasville, GA

AMB Wealth, LLC

Kathy Bartlett is a financial advisor with AMB Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her career includes roles at SunTrust Advisory Services and Truist Investment Services, spanning over a decade before joining AMB Wealth. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate, a residential real estate brokerage. AMB Wealth serves individual and institutional clients with discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with tailored account management, overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Miron A

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Miron Allen Jr. is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Allen, Mooney and Barnes Brokerage Services since 2006 and Allen, Mooney and Barnes Investment Advisors since 2004. Outside of his advisory work, he serves as co-trustee for the Parker Poe Charitable Trust and is involved as chairman of Southern Lodging, an operating company for hotels. AMB Wealth serves individual clients, including high-net-worth individuals, as well as institutional clients such as corporate pension and profit-sharing plans, foundations, endowments, municipalities, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, consulting, and access to alternative investments, with an investment process overseen by a Chief Investment Strategist and Portfolio Management Committee that integrates fundamental and technical analysis.

Private / alternative investments Real estate investing
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Vann P

CFP®, Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Vann Pitts is a CFP® professional with eight years of industry experience, currently serving as an advisor at AMB Wealth, LLC. He has been with the Allen, Mooney and Barnes group since 2018, including five years specifically with the investment advisory team. Outside of his advisory role, Pitts directs travel baseball tournaments and hosts a podcast called ITG Next. AMB Wealth serves individual and institutional clients, including high-net-worth individuals, corporate pension plans, and foundations. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a process that combines fundamental and technical analysis tailored to client objectives.

Private / alternative investments Real estate investing
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