Ross
Ferrin
Lion Street Advisors, LLC
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About this Advisor
Ross Ferrin is a certified financial planner and chartered financial consultant who works out of Morrison, Colorado with a total of 3 years of relevant experience. Ferrin is currently employed by Lion Street Advisors, LLC. Ferrin has gained experience at Lion Street Financial, Lion Street Advisors, Park Avenue Securities, Axa Advisors, LLC and Guardian Life Ins. Ferrin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Lion Street Advisors, LLC is an advisory firm operating out of Austin, TX. The firm has offices in 27 locations and a total of 146 financial advisors. It handles $1 billion in total assets among its 4,709 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 4,709 accounts, just 8% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which service is offered. Fee types billed by Lion Street Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ross Ferrin Work History
Ross has been registered as a financial advisor for 3 years.*
Lion Street Financial
Lion Street Advisors
Guardian Life Ins
Park Avenue Securities
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ross Ferrin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
