Dee Jay Wilde, financial advisor San Angelo TX
89 score

Dee Jay Wilde

CRD Number: 6122749
Current Firm: Ubs Financial Services Inc.

Dee Jay Wilde (CRD# 6122749) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Angelo, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Angelo, TX Mar 2015 - Current 1
Ubs Financial Services Inc. Ft. Worth, TX Apr 2013 - Mar 2015 1
United Capital Financial Advisers, LLC Lubbock, TX May 2012 - Apr 2013 < 1
Texas Tech University Lubbock, TX Jan 2011 - May 2012 1
Duncan Disposal, Inc. San Angelo, TX Jul 2010 - Jan 2011 < 1
Texas Tech University Lubbock, TX Aug 2008 - Jul 2010 1
Combest, Sell & Associates Lubbock, TX May 2008 - Aug 2008 < 1
Texas Tech University Lubbock, TX Jul 2007 - May 2008 < 1
State National Bank Lubbock, TX Jun 2007 - Jul 2007 < 1
Texas Tech University Lubbock, TX Aug 2006 - Jun 2007 < 1
Wilde Ag Service Wall, TX Jul 1995 - Aug 2006 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Dee Jay Wilde
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
89
Clean Record
This advisor has a clean track record with regulators.

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