About this location
UBS FINANCIAL SERVICES INC. offers selection of other advisers, portfolio management for businesses, pension consulting services, publication of periodicals or newsletters, security ratings or pricing services, financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and also performs business activities as futures commission merchant, broker-dealer, insurance broker or agent.
Time in Business
No submission
Total Assets Under Management
$692,292,245,524
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Other
Fixed fees
Commissions
Hourly charges
A percentage of assets under management
Advisors at This Location
Trevor M Morris
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David Spiegel
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John Franklin
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Cameron Azad
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Sherilee Woodhams
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Dan Gallagher
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Sanae A. Garcia
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John Fogarty
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Brian A. Garcia
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Wynne I
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Robert Allen
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Mica Lam
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Gina Runions
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James Giordano
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Jim Kottoor
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Ryan Dietz
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Robert Meeks
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Sherry Dewane
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Eric Hernandez
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Karim Amiryani
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Susan Tunell
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Clark Bacon
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Angela Crehan
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Richard Valle
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Albert Shih
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Robert Cruz
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Carl Nelson
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Ruben Torres
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Joshua Reyes
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Dennis Cheung
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Robert Blethen
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Andrew Paynter
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Gregory Dobbs
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Eunha Yi
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Dylan Garcia
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Misty Escobedo
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Jason Asano
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Ranjeet Guptara
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Serina Yuan
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