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Detailed Report
DANIEL RAMON ROSS
CRD#: 4559172
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 23403 E MISSION AVE
STE 203-B
LIBERTY LAKE, WA 99019
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2023 - Present (2 years)BPFS INVESTMENTS INC. (CRD# 10111)2002 - 2022 (20 years)IAPRIMERICA ADVISORS (CRD# 10111)2013 - 2022 (9 years)
License(s)

State Registrations

B
Idaho 1/8/2023
IA
Washington 1/8/2023
B
Washington 1/8/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
23403 E MISSION AVE STE 203-B, LIBERTY LAKE, WA 99019
Registered with this firm since 1/8/2023
B
PFS INVESTMENTS INC. (CRD#:10111)
23403 E MISSION AVE STE 203-B, LIBERTY LAKE, WA 99019
Registered with this firm since 1/8/2023
Previous Registration(s)
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IA
 09/06/2013 - 12/31/2022 PRIMERICA ADVISORS (CRD#:10111) LIBERTY LAKE, WA
B
 11/04/2002 - 12/31/2022 PFS INVESTMENTS INC. (CRD#:10111) LIBERTY LAKE, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.