Richard J Ross
Advisor at Cetera — Anadarko, OK
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.
Credentials
PFS™, Series 66
Experience Industry experience
19 years
Location
Anadarko, OK 73005
Cetera
Institution
About
Richard Ross is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, with 19 years of industry experience. He has previously worked at HD Vest Insurance Agency, LLC, and maintains an active CPA practice as a partner at Ross & Henderson, PLLC. Ross serves on the board of Anadarko Public Schools and is involved with the Anadarko Rotary Club and Anadarko First Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, managing over $256 billion in assets.
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)
Business exit / sale strategy
Fee options
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Location
See officeAnadarko, OK
3104 Shady Lane
Anadarko OK 73005
Advisors at this office
1
Map unavailable
Most active in
Richard R has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
19 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
Anadarko, OK
Cetera
2025 - Present • 1 year
Schaumburg, IL
HD Vest Insurance Agency, LLC
2017 - 2025 • 8 years
Irving, TX
Richard Jay Ross, CPA
2009 - Present • 17 years
Anadarko, OK
H.D. Vest Advisory Services
2007 - Present • 19 years
Anadarko, OK
H.D. Vest Investment Services
2006 - Present • 20 years
Anadarko, OK
Richard Jay Ross, CPA
1990 - Present • 36 years
Anadarko, OK
Western Farmers Electric Cooperative
1985 - Present • 41 years
Anadarko, OK
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.
Derek C
Series 66
Anadarko, OK
Edward Jones
Derek Cofer is a Series 66 licensed financial advisor with Edward Jones, based in Anadarko, OK. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brandon A
Series 66
Anadarko, OK
LPL Financial
Brandon Allee is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment approaches including model portfolios, third-party asset management, and customized strategies.
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