Unclaimed Profile

Charles Ronald Ross

PREMIER FINANCIAL GROUP INC·EUREKA, California

Series 1, Series 7, Series 24, Series 6335 years registeredPREMIER FINANCIAL GROUP INC

725 SIXTH STREET, EUREKA, CA 95501-1103CRD# 873558Firm CRD# 107314

Profile Verification

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

Identity

Charles Ronald Ross · EUREKA, CA

Registration

CRD #873558 · PREMIER FINANCIAL GROUP INC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PREMIER FINANCIAL GROUP INC

PREMIER FINANCIAL GROUP INC

Jul 1991 – Apr 2025

EUREKA, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · July 5, 1991

Years registered · 35

Disclosure History

1992Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PREMIER FINANCIAL GROUP INC

CRD 107314 · SEC 801-38364

AUM

$672M

Regulatory assets under management

Employees

1,216 client accounts

Services offered by PREMIER FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PREMIER FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Charles Ronald Ross offer?

Charles Ronald Ross specializes in Financial Planning, Investment Management.

What are Charles Ronald Ross's credentials?

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

Where is Charles Ronald Ross located?

Charles Ronald Ross is based in EUREKA, California, last registered with PREMIER FINANCIAL GROUP INC.

How does Charles Ronald Ross charge for services?

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

How large is PREMIER FINANCIAL GROUP INC?

PREMIER FINANCIAL GROUP INC has approximately 17 employees and manages $672M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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