Russell Cory Jr. (CRD# 3087583) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Reno, NV and has over 25 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Incline Village, NV | May 2008 - Current | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- NV
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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