Last Updated: July 2026, Plano, Texas
Here’s What You Need to Know About Plano, Texas Stockbroker Ross F. Brannon
- Name: Ross Fredrick Brannon
- Alias: Ross Brannon
- Current Employer: Crescent Securities Group, Inc.
- Prior Firms: Realta Equities, Inc.; Realta Investment Advisors, Inc.; Park Avenue Securities LLC
- Other Business Affiliations: Guardian Life Insurance Company; Ross Brannon Financial Advisor LLC; Brannon Equipment Rental, LLC; Tax Alpha Title, LLC, including Tax Alpha Solutions, LLC and Tax Alpha Institute
- CRD Number: 5875036
- Function: Stockbroker / Financial Advisor
- Primary Location: Plano, Texas
- Can Broker Be Sued in FINRA: Yes
- Current Customer Dispute Seeks Total Damages of: Between $100,000 and $500,000
If you’ve sustained damages from Mr. Brannon, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money with Ross F. Brannon as Your Stockbroker?
Ross F. Brannon is the subject of a pending customer arbitration alleging that he recommended unsuitable private placement investments, including syndicated conservation easement offerings.
The claimants filed the arbitration in June 2026 with FINRA Dispute Resolution Services in Jacksonville, Florida. Case#: 26-01442.
The claimants allege that the investments were inconsistent with their investment objectives and risk tolerance. They further allege that Brannon failed to disclose material risks and misrepresented the investments and are seeking between $100,000 and $500,000 in damages.
Allegations of Broker Misconduct Against Ross F. Brannon
- Unsuitable investment recommendations
- Misrepresentation
- Failure to disclose material risks
- Recommendations inconsistent with the customers’ investment objectives
- Recommendations inconsistent with the customers’ risk tolerance
- Unsuitable private placement investments
- Unsuitable syndicated conservation easement offerings
Recover Your Investment Losses Now With Rex Securities Law
Our Investigations of Other Crescent Securities Brokers
If you have suffered investment losses in an account handled by Ross F. Brannon, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.