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Ross Wegner

5 Years of Experience
Broker

Ross Wegner is a registered investment advisor, based in Friendswood, TX, with 5 years of industry experience.

Location

211 West Edgewood, Suite 300, Friendswood, TX, 77546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ross works for Lifestyle Asset Management Inc. as an advisory administrative assistant and financial professional, and as a financial professional for Lifestyle Financial Advisors. These roles take about a quarter of his time.

Employment History
Current Registrations
Cetera Advisors LLCBroker
April 2023 - Present · 3 yrs
Lifestyle Asset Management, INC.
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Aig Capital Services, INC.Broker
September 2018 - May 2021 · 2 yrs 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.