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
Jeffrey Herman
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Philip Pleasants
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Mark Robinson
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Richard Malloy
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David Smith
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Catherine Thompson
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James Abernethy
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Beverly Funderburk
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Bonnie Suther
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Derek Frosh
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Irene Apgar
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Angel Herman
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Loretta Fredere
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Benjamin Sydnor
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John Dubose
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John Fisher
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Susan Sams
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Jolynn Frosh
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Philip Pleasants
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