Ralph Ujano
Professional summary
Ralph Ujano JR, CFP®, who also goes by Ralph Ujano, is a registered financial advisor currently at THE UJANO ADVISORY GROUP LLC located in Mckinney, Texas.
Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ralph has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ralph Ujano JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2017 - Present
THE UJANO ADVISORY GROUP LLC
July 11, 2008 - April 22, 2016
MERCER GLOBAL ADVISORS INC.
June 1, 1998 - October 30, 2001
WAVELAND CAPITAL PARTNERS LLC
May 9, 1997 - September 11, 1997
WAVELAND CAPITAL PARTNERS LLC
January 2, 1997 - July 10, 2008
MERCER ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2017)
Exams
Current Firm
THE UJANO ADVISORY GROUP LLC
CRD#: 288141 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 107,170,711 |
Red Flags
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