Cory Dowell is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Dallas, TX, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
100 Crescent Court, Suite 400, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cory is involved with the United Way of Tarrant County, advising on investment policy, manager selection, and asset allocation. Cory also manages Rockin Riddle Ranch, LLC, a family farm primarily for recreational use, and manages hay sales for a small income.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Strategic Advisers, INC.
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations40 states
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