William Lusk, financial advisor Spokane WA
93 score

William Lusk

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Spokane, WA Mar 2013 - Current 3
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
Contact Info for William E. Lusk
Phone Number: 201-352-3000
Registered State(s):
  • TX
  • WA
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
93
Clean Record
This advisor has a clean track record with regulators.

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