Victor Russell, financial advisor Plano TX
88 score

Victor Russell

CRD Number: 6364618
Current Firm: Ubs Financial Services Inc.

Victor Russell (CRD# 6364618) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Addison, TX Jul 2014 - Current 2
Ernst & Young LLP Dallas, TX Aug 2013 - Jul 2014 < 1
Oklahoma State University Stillwater, OK Aug 2012 - May 2013 < 1
Tpg Capital Fort Worth, TX Jan 2011 - May 2012 1
Texas Christian University Fort Worth, TX Aug 2008 - May 2012 3
Pier 1 Imports, Inc. Fort Worth, TX Aug 2010 - Jan 2011 < 1
Romulus High School Romulus, MI Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Victor D. Russell
Phone Number: 201-352-3000
Registered State(s):
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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