Russell McCary, financial advisor Fort Worth TX
77 score

Russell McCary

CRD Number: 6153827
Current Firm: Valic Financial Advisors, Inc.

Russell McCary (CRD# 6153827) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Houston, TX Dec 2013 - Current 3
Fidelity Brokerage Services, LLC Westlake, TX Jan 2013 - Dec 2013 < 1
Express Pro's Fort Worth, TX Dec 2012 - Dec 2012 < 1
Unemployed Ponte Vedra Beach, FL Feb 2012 - Dec 2012 < 1
Ponte Vedra Presbyterian Church Ponte Vedra Beach, FL Mar 2011 - Feb 2012 < 1
Unemployed Jacksonville, FL Nov 2010 - Mar 2011 < 1
Jacksonville Hd Jacksonville, FL Jul 2010 - Nov 2010 < 1
Chesapeake-portsmouth Broadcasting Company Jacksonville, FL Apr 2010 - Jul 2010 < 1
Liberty Applied Analytics Plano, TX Jan 2010 - Apr 2010 < 1
Harvest Bible Church Cypress, TX Apr 2009 - Jan 2010 < 1
Full-time Student Dallas, TX Sep 2006 - Mar 2009 2
Unemployed The Woodlands, TX Jul 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Russell D. McCary
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AR
  • CA
  • IL
  • MO
  • TX
  • LA
  • NM
  • OK
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
77

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