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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Gebhard is an investment advisor representative with Sovereign Wealth Advisors LLC, based in Houston, Texas. Russell has been in the financial services industry since 1993 and is licensed in 45 states, the District of Columbia, and Puerto Rico. Russell specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Sovereign Wealth Advisors, LLC is an independent investment advisor firm that provides a range of financial services, including investment management, retirement planning, and estate planning. The firm has a team of experienced financial professionals who are committed to providing their clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/15/2020 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
NY
07/08/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
03/08/1995 - 08/22/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
02/13/1995 - 03/07/1995
EVEREN SECURITIES, INC.
NY
07/31/1993 - 03/01/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 3 - National Commodity Futures Examination
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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