Ross P. Tulman

TRADE INVESTMENT ANALYSIS GROUP

Columbus, OH

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CRD#: 1057026

Professional summary

Ross Paul Tulman, who also goes by Ross Pual Tulman, is a registered financial advisor currently at TRADE INVESTMENT ANALYSIS GROUP located in Columbus, Ohio.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ross has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Pual Tulman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SINCE 1988, I HAVE BEEN ENGAGED AS AN EXPERT/CONSULTANT IN INVESTMENT/SECURITES RELATED ARBITRATIONS AND LITIGATION. THIS ACTIVITY CURRENTLY ACCOUNTS FOR THE VAST MAJORITY OF MY WORKDAY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Paul Tulman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 27, 2006 - Present

TRADE INVESTMENT ANALYSIS GROUP

RIA

CRD#: 121137

Columbus, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/27/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2002

Uniform Investment Adviser Law Examination

Current Firm

TRADE INVESTMENT ANALYSIS GROUP

ROSS PAUL TULMAN | TULMAN INVESTMENT ADVISORY | TRADE INVESTMENT ANALYSIS GROUP | TIA GROUP

CRD#: 121137 / SEC#:

Ohio

Registered Investment Advisory firm - (3/31/1999 Approved)

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Contact information

Main Address

Columbus, OH

Mailing Address

Phone number

(614) 854-9950

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ross P. Tulman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Paul Tulman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRADE INVESTMENT ANALYSIS GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2002

Current Firm

TRADE INVESTMENT ANALYSIS GROUP

Contact information

Documents

Red Flags

Company Information

TRADE INVESTMENT ANALYSIS GROUP

TRUST BUT VERIFY

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