Shannon
Ross
Petra Financial Advisors Inc
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About this Advisor
Shannon Ross is a financial advisor based in Colorado Springs, Colorado, working with Petra Financial Advisors Inc. Shannon has previously held positions at Accelerated Wealth Advisors LLC, Lighthouse Financial, LLC, Cambridge Investment Research Advisors, Inc, Petra Financial Advisors Inc Dba Lighthouse Financial, LLC, and Younify Consulting. Shannon has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Shannon is part of Petra Financial Advisors Inc, which operates out of Colorado Springs, Colorado. The firm has 2 offices and 14 employees. The firm manages assets totaling $357.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Petra Financial Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Petra Financial Advisors Inc Brokerage Details
$357,186,375
14
1,185
$301,423
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Shannon Ross Work History
Petra Financial Advisors Inc Dba Lighthouse Financial, LLC
Lighthouse Financial, LLC
Lighthouse Financial, LLC
Younify Consulting
Cambridge Investment Research Advisors, Inc
Accelerated Wealth Advisors LLC
Disclosures
Please visit the SEC profile of Shannon Ross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Petra Financial Advisors Inc
Colorado Springs, CO
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