Ross
Burnam
Omicron Advisors, LLC
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About this Advisor
Ross Burnam is a financial advisor based in Lancaster, Pennsylvania, working with Omicron Advisors, LLC. Ross has previously held positions at Ross W. Burnam, Cpa, Pa, 1St Global Capital Corp, 1St Global Advisors, Inc, 1St Global Insurance Services, Inc, and Omicron Advisors, LLC. Ross has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Maryland, and Pennsylvania. Currently, Ross is part of Omicron Advisors, LLC, which operates out of Lancaster, Pennsylvania. The firm has 2 employees and manages assets totaling $106.1 million. The firm 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 Omicron Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Omicron Advisors, LLC Brokerage Details
$106,136,811
2
165
$643,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ross Burnam Work History
Omicron Advisors, LLC
Ross W. Burnam, Cpa, Pa
1St Global Insurance Services, Inc
1St Global Capital Corp
1St Global Advisors, Inc
Disclosures
Please visit the SEC profile of Ross Burnam 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 Omicron Advisors, LLC
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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