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VR

Victor D. Russell

ACRIBUS CAPITAL LLC
Desoto, TX
Some features on this profile are disabled
CRD#: 6364618
VR

Professional summary

Victor David Russell is a registered financial advisor currently at ACRIBUS CAPITAL LLC located in Desoto, Texas.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Victor has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Entity Name: Texas Christian University Investment related: No Address: 2800 S University Dr Fort Worth, TX 76129 Nature of the other business: Educational Institution Position/Title/Relationship: Adjunct Professor Start Date: 18-Aug-2020 Approximate # of hours a month: 30 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Teaching intro to financial management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor David Russell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 24, 2024 - Present

ACRIBUS CAPITAL LLC

RIA
CRD#: 283301
Desoto, TX
Past

September 18, 2023 - December 31, 2023

MAVROS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 327785
LOS ANGELES, CA
Past

July 14, 2022 - March 16, 2023

MGO PRIVATE WEALTH, LLC

RIA
CRD#: 283909
IRVINE, CA
Past

November 7, 2017 - August 3, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX
Past

June 20, 2017 - December 8, 2017

ACRIBUS CAPITAL LLC

RIA
CRD#: 283301
DALLAS, TX
Past

August 30, 2014 - August 26, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PLANO, TX
Past

August 6, 2014 - August 26, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PLANO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/24/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/6/2014
General Securities Representative Examination

Current Firm

AC
ACRIBUS CAPITAL LLC
ACRIBUS CAPITAL LLC | PORTRAIT FINANCIAL, LLC | PORTRAIT FINANCIAL

CRD#: 283301 / SEC#:

Texas
Registered Investment Advisory firm - (6/16/2016 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(214) 810-6002
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts17
AUM (Assets Under Management)$ 51,656,532

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACRIBUS CAPITAL LLC

CRD#: 283301Desoto, TX

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