seller-profile

Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St, Suite 1900

Austin, TX 78701

512-342-0202

Connect with Ransom

General Information

Firm Start Year

2017

No.of Employees

100-499

CRD#

5333151

Firm CRD#

288199

Years of Experience in Financial Services

15

Number of Years with Current Firm

3

Work Experience

Prior to joining Legacy One Financial Advisors, Ransom spent ten years as a Senior Wealth Manager at USAA. He holds a BS in financial planning from Texas Tech University, which offers one of the country's oldest planning programs.

I work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

5,918,424,543

Advisor's Number of Clients

100+

Advisor's Number of Managed Clients

N/A

Advisor's Number of Planning Clients

N/A

Assets Managed by Advisor

$110M

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Fee % Based on Assets

0.75% - 1%

Hourly Rate

N/A

Education

Bachelor of Science - Financial Planning

Texas Tech University
09/01/2002 - 06/01/2006