Richard Ross
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Anadarko, OK 73005
Credentials
PFS™, Series 66
Industry experience
19 years
About
Richard Ross is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 19 years of industry experience. His career includes roles at HD Vest Insurance Agency, Western Farmers Electric Company, and as a CPA through his own practice, Richard Jay Ross, CPA. Ross is involved in community activities including serving as a board member for Anadarko Public Schools and participating in the Anadarko Rotary Club. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers across various program structures.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
3104 Shady Lane
Anadarko, OK 73005
Most active in
Richard R has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
HD Vest Insurance Agency, LLC
2017 - 2025 (8 years)
Richard Jay Ross, CPA
2009 - Present (17 years)
Western Farmers Electric Company
2009 - 2016 (7 years)
H.D. Vest Advisory Services
2007 - Present (19 years)
H.D. Vest Investment Services
2006 - Present (20 years)
Richard Jay Ross, CPA
1990 - Present (36 years)
Western Farmers Electric Cooperative
1985 - Present (41 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Anadarko, OK
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Brandon A
Series 66
Anadarko, OK
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Brandon Allee is a financial advisor with LPL Financial in Anadarko, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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