David V. Ross

PRICE FINANCIAL GROUP WEALTH MANAGEMENT

PORTLAND, OR 97223

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CRD#: 6284235

Professional summary

David Victor Ross, who also goes by David VIctor Ross, is a registered financial advisor currently at PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. located in Portland, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Victor Ross

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.

03/2014, INSURANCE AGENT. LIFE, HEALTH, FIXED ANNUITIES. NOT INVESTMENT RELATED. VARIOUS CARRIERS. TIME SPENT = 20 HRS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Victor Ross's CRS (Customer Relationship Summary).

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

October 4, 2023 - Present

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Office #1: 7160 Sw Fir Loop, Portland, OR 97223

RIA

CRD#: 323146

PORTLAND, OR

Past

April 29, 2014 - July 28, 2023

EDWARD JONES

RIA

CRD#: 250

LAKE OSWEGO, OR

Past

February 10, 2014 - July 28, 2023

EDWARD JONES

CRD#: 250

LAKE OSWEGO, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PRICE FINANCIAL GROUP, INC.

CRD#: 323146 / SEC#: 801-126661

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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

Oregon
(10/6/2023)

IAR

Texas
(10/4/2023)

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 66

Date: 3/1/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2014

General Securities Representative Examination

Current Firm

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PRICE FINANCIAL GROUP, INC.

CRD#: 323146 / SEC#: 801-126661

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

7160 Sw Fir Loop, Portland, OR 97223

Mailing Address

Phone number

(503) 253-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (9/10/2025)

2A BROCHURE (9/10/2025)

Regulatory assets under management

Total Number of Accounts	1,235
AUM (Assets Under Management)	$ 138,265,523

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.

Contact information

(xxx) xxx-xxxx

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David V. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Victor Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2014

Current Firm

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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