Russell McCaryCRD 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 4 years of experience in the finance industry.
Box Financial Advisors, LLC
Global Financial Private Capital, LLC
Wells Fargo Advisors Financial Network, LLC
|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|
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
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.