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Derar Damra
4 Years of Experience
Houston, TX
3 DisclosuresBroker
Derar Damra is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 4 years of industry experience. Derar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location
4400 Post Oak Parkway, Suite 1800, Houston, TX, 77027
Get directionsHistory
Regulatory History (3)
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Financial
October 2020Final
Financial
February 2020Final
Financial
April 2019Final
Employment History
Current Registrations
UBS Financial Services INC.
January 2023 - Present · 3 yrs 9 mos
UBS Financial Services INC.Broker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
E*trade Capital Management, LLC
December 2022 - January 2023 · 1 mo
E*trade Securities LLCBroker
October 2022 - January 2023 · 3 mos
Wells Fargo Clearing Services, LLC
March 2022 - June 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2022 - June 2022 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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