Unclaimed Profile

James E Ross

CABANA LLC·FAYETTEVILLE, Arkansas

Clean recordCABANA LLC

220 S. SCHOOL AVE., FAYETTEVILLE, AR 72701CRD# 7276508Firm CRD# 151418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James E Ross · FAYETTEVILLE, AR

Registration

CRD #7276508 · CABANA LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James E Ross is a registered financial advisor based in FAYETTEVILLE, Arkansas, affiliated with CABANA LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CABANA LLC

CABANA ASSET MANAGEMENT

AUM

$739M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CABANA LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7276508

Firm CRD# 151418

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James E Ross offer?

James E Ross specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAYETTEVILLE, Arkansas for a consultation.

What are James E Ross's credentials?

James E Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James E Ross located?

James E Ross is based in FAYETTEVILLE, Arkansas, working with CABANA LLC. Their office serves clients in the FAYETTEVILLE metropolitan area and surrounding communities.

How does James E Ross charge for services?

James E Ross's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CABANA LLC?

CABANA LLC has approximately 22 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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