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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
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Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
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FIRM INFORMATION
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Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
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Advisor's working at
JM
Joseph Warren Mcvey
IAR
RR
CRD#: 1138163
Location:
Powhatan, VA
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
42 years
Anna Marie Logan
PR
CRD#: 6660746
Location:
St. Louis, MO 63131
Company:
EDWARD JONES
Disclosures:
Experience:
7 years
Gary Stuart Williams
IAR
CRD#: 2470323
Location:
Columbia, MD 21045
Company:
COMMONWEALTH FINANCIAL NETWORK
Disclosures:
Experience:
31 years
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