John Vaudreuil, financial advisor Bloomington MN
90 score

John Vaudreuil

CRD Number: 6084229
Current Firm: Ubs Financial Services Inc.

John Vaudreuil (CRD# 6084229) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bloomington, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Bloomington, MN Jun 2012 - Current 4
Bank Of Taiwan Taipei, Dec 2011 - Apr 2012 < 1
Unemployed Bloomington, MN Sep 2011 - Dec 2011 < 1
City Of Joondalup Wanneroo Wolves Joondalup, Mar 2011 - Aug 2011 < 1
Bank Of Taiwan Taipei, Jan 2011 - Mar 2011 < 1
Unemployed Bloomington, MN Aug 2010 - Jan 2011 < 1
Skilled Goldfields Giants Kalgoorlie, Feb 2010 - Aug 2010 < 1
Unemployed Bloomington, MN May 2009 - Aug 2010 1
University Of Minnesota Duluth Duluth, MN Sep 2007 - May 2009 1
University Of Minnesota Duluth Duluth, MN Sep 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for John T. Vaudreuil
Phone Number: 201-352-3000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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