Russell TomsCRD Number: 4464873
Current Firm: Cuna Brokerage Services, Inc.
Russell Toms (CRD# 4464873) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tampa, FL and has over 16 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Cuna Brokerage Services Inc.||Waverly, IA||Aug 2014 - Current||3|
|Suncoast Credit Union||Tampa, FL||Aug 2014 - Current||3|
|Suntrust Investment Services Inc.||Atlanta, GA||Jun 2013 - Aug 2014||1|
|Suntrust Bank||Clearwater, FL||May 2013 - Aug 2014||1|
|Wells Fargo Advisors LLC||Saint Petersburg, FL||May 2009 - May 2013||4|
|Wachovia Bank, N.a.||Tampa, FL||Jun 2002 - May 2013||10|
|Wells Fargo Bank||Wesley Chapel, FL||Jul 2001 - May 2013||11|
|Wells Fargo Advisors LLC||Wesley Chapel, FL||Jul 2001 - May 2013||11|
|Wachovia Securities, LLC||Tampa, FL||Mar 2005 - May 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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