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.)

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