Rebecca Ann Adelaide Russell

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2022 → 10/2023
  Raymond James & Associates, Inc.
  Memphis, TN
• 10/2023 → 07/2024
  Raymond James & Associates, Inc.
  Memphis, TN
• 08/2021 → 10/2022
  Regions Bank
  Memphis, TN
• 08/2017 → 08/2021
  Mississippi State University
  Mississippi State, MS
• 08/2013 → 08/2017
  Trinity Christian Academy
  Jackson, TN
• 07/2024 → Present
  Ubs Financial Services, Inc
  Memphis, TN

Previous Registrations

• 2024-01-02 → 2024-07-30
  Raymond James & Associates, Inc.
  Memphis, TN

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21

Other Names

• Rebeccaann A Russell