Russell Roy Franques

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Highpoint Wealth Advisors, Llc
  Corpus Christi, TX
• 08/2016 → 09/2021
  Texas A&M University - Corpus Christi
  Corpus Christi, TX
• 04/2005 → 09/2016
  Dakota Sciences, Llc
  Sioux Falls, SD
• 11/2023 → 11/2024
  Level Four Advisory Services, Llc
  Dallas, TX
• 12/2024 → Present
  Titleist Asset Management, Llc
  San Antonio, TX

Previous Registrations

• 2023-11-01 → 2024-12-02
  Level Four Advisory Services
  Corpus Christi, TX
  Corpus Christi, TX
  Dallas, TX
• 2021-10-05 → 2024-04-15
  Highpoint Wealth Advisors, Llc
  Corpus Christi, TX

Other Businesses

HIGHTPOINT WEALTH ADVISORS, LLC CORPUS CHRISTI, TX PARTNER DBA FOR ADVISORY BUSINESS SINCE 10/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-17