Joshua HeardCRD Number: 7368556
Current Firm: Ubs Financial Services Inc.
Joshua Heard (CRD# 7368556) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has 1 year of experience in the finance industry.
Avidian Wealth Solutions, LLC
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
|Ubs Financial Services Inc.||The Woodlands, TX||Jun 2021 - Current||< 1|
|N/a||Conroe, TX||May 2020 - Jun 2021||1|
|The University Of Texas At Austin||Austin, TX||Aug 2017 - May 2020||2|
|Ds Recreational Services, Inc.||Houston, TX||May 2016 - Aug 2018||2|
|Panola College||Carthage, TX||Aug 2015 - May 2017||1|
|N/a||Conroe, TX||May 2015 - Aug 2015||< 1|
|Grimaldi's Coal Brick-oven Pizzeria||The Woodlands, TX||Jan 2015 - May 2015||< 1|
|Oak Ridge High School||Conroe, TX||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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