William LuskCRD Number: 5516054
Current Firm: Ubs Financial Services Inc.
William Lusk (CRD# 5516054) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Spokane, WA and has over 9 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Ubs Financial Services Inc.||Spokane, WA||Mar 2013 - Current||4|
|D.a. Davidson & Company||Spokane, WA||Jan 2011 - Mar 2013||2|
|Silver Leaf Resorts||Galveston, TX||Feb 2009 - Jan 2011||1|
|Edward Jones||St. Louis, MO||Apr 2008 - Feb 2009||< 1|
|Bob Mills Furniture||Amarillo, TX||Feb 2007 - Apr 2008||1|
|Midway Chevrolet||Canyon, TX||Oct 2006 - Feb 2007||< 1|
|Panhandle Plains Student Loan Center||Canyon, TX||Apr 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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