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Ross Gatlin

PROPHET EQUITY MANAGEMENT II LLC·SOUTHLAKE, Texas
Unclaimed Profile
1460 MAIN STREET, SOUTHLAKE, TX 76092CRD# 6048336Firm CRD# 170614
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About

Ross Gatlin is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with PROPHET EQUITY MANAGEMENT II LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PROPHET EQUITY MANAGEMENT II LLC
PROPHET EQUITY MANAGEMENT II LLC
AUM
$250M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PROPHET EQUITY MANAGEMENT II LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6048336
Firm CRD# 170614
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ross Gatlin offer?
Ross Gatlin specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Ross Gatlin's credentials?
Ross Gatlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ross Gatlin located?
Ross Gatlin is based in SOUTHLAKE, Texas, working with PROPHET EQUITY MANAGEMENT II LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Ross Gatlin charge for services?
Ross Gatlin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROPHET EQUITY MANAGEMENT II LLC?
PROPHET EQUITY MANAGEMENT II LLC has approximately 8 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTHLAKE
Stephanie Adamcik Fine — PROPHET EQUITY MANAGEMENT II LLCDrew Williams Johnson — GAUGE CAPITAL LLCRandy Guy Hatcher — SOLUTIONS 4 WEALTH, LTDTamera Muse Hatcher — SOLUTIONS 4 WEALTH, LTDGeorge Henry Stelling — PROPHET EQUITY MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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