Close Menu
Free Consultation: 888-976-6111

Andy Ross: Oil & Gas Complaints Against Ex-Lincoln Advisor

Waltham, Massachusetts financial advisor Andy Ross (CRD# 5574651) has received multiple investor complaints regarding investments in oil and gas products. Financial Industry Regulatory Authority and Securities and Exchange Commission records show that the former LPL Financial broker is currently registered as an investment advisor with Integrated Wealth Partners.

Mr. Ross’s BrokerCheck report discloses two investor complaints. Both were filed in February 2024, and both allege that as a representative of Lincoln Financial Advisors Corporation, he recommended an unsuitable oil and gas investment. Both complaints remain pending, with one alleging damages of $50,000 and the other alleging damages of $75,000.

Integrated Wealth Partners’ website includes a profile of Mr. Ross that describes his credentials as a Certified Financial Planner and Certified Plan Fiduciary Advisor. “Andrew’s mission is simple: to help his clients feel understood and confident that they have a plan in place to pursue their personal vision of success,” the profile states. “Whether you are preparing for life’s milestones, like retirement, college, or a business transition, Andrew uses a combination of experience, technology, discipline, and a defined process to help remove uncertainty from your financial picture.”

According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Andy Ross holds 15 years of securities industry experience. Based in Waltham, Massachusetts, he has been registered as an investment advisor with Integrated Wealth Partners since 2016. His past registrations include LPL Financial (Waltham, Massachusetts; 2016-2021), Lincoln Financial Advisors Corporation (Waltham, Massachusetts; 2014-2016), and DaVinci Capital Management (Cambridge, Massachusetts; 2008-2014). His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Combined State Law Examination, or Series 66; and the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Massachusetts and Texas. (Information current as of March 16, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.

Facebook Twitter LinkedIn
Contact Us For A Free Case Evaluation
protected by reCAPTCHA Privacy - Terms
Latest Blog Posts
  • Robert Wise: Wells Fargo Advisor Faces $1 Million Complaint

    Tampa, Florida financial advisor Robert Wise (CRD# 5884184) recently received an investor complaint alleging that his advice resulted in seven-figure...

    Read More
  • Brett Wooten: $365K Complaint Against Landmark Financial Advisor

    Smyrna, Georgia financial advisor Brett Wooten (CRD# 5928719) recently received an investor complaint alleging more than $300,000 in damages. Financial...

    Read More
  • Brittani Schaefer: Ex-Arete Advisor Faces $100K Complaint

    Creve Couer, Missouri financial advisor Brittani Schaefer (CRD# 6327801) recently received an investor complaint alleging six-figure damages. Financial Industry Regulatory...

    Read More
  • Stephen Fortin: $70K Oil & Gas Complaint Against Ex-Lincoln Advisor

    Cincinnati, Ohio financial advisor Stephen Fortin (CRD# 2320006) allegedly recommended an unsuitable investment, according to a recent investor complaint. Financial...

    Read More
  • Previous
  • Next