Ross Garrett Allen is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-07-31 | present | Yes |
| LPL FINANCIAL LLC | 2023-06-13 | 2025-07-10 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2021-10-15 | 2023-05-16 | — |
| CREDIT UNION INVESTMENT SERVICES, INC. | 2018-05-23 | 2021-08-12 | — |
| LAWRENCE FINANCIAL PLANNING, LLC | 2014-11-03 | 2017-03-06 | — |