Advisor at Trade Investment Analysis Group
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Firm
Trade Investment Analysis Group
Location
Columbus, OH
Credentials
Series 65
Industry experience
19 years
Ross Tulman is a Series 65-licensed advisor with 19 years of industry experience, currently serving as the sole advisor at Trade Investment Analysis Group in Columbus, OH. He has been with TIA Group since 1985. Since 1988, Tulman has worked extensively as an expert and consultant in investment and securities-related arbitrations and litigation, which constitutes the majority of his professional activity. Trade Investment Analysis Group provides expert witness and consulting services in securities arbitration and litigation, advising brokers, advisers, banks, and their clients on issues such as suitability and improper sales practices. The firm focuses primarily on expert consulting and dispute resolution rather than traditional discretionary asset management.
$525 per hour (1-hour minimum)
Fee-only: $525 per hour with a 1-hour minimum
Columbus, OH
Ohio
TIA Group
1985 - Present (41 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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