John David

Ubs Financial Services Inc

Investment Advisor
in Montgomery, AL

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About this Advisor

John David Barranco is a financial advisor working out of Montgomery, Alabama, with a total of 11 years of work experience. Barranco works at Ubs Financial Services Inc. They have been an employee of Ubs Financial Services Inc for their entire career. Barranco holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama. Ubs Financial Services Inc is a financial advisory company headquartered in Montgomery, Alabama. The company has offices in 369 locations and a total of 15,605 employees. It manages $591 billion in assets between its 975,301 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 5,525 charities and foundations. Of its 975,301 accounts, 58% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

4001 Carmichael Road Suite 400
Montgomery, AL 36106

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


AL Average: $10,121,009,343
Total Number of Employees


AL Average: 92
Total Number of Accounts


AL Average: 6,978
Average Account Size


AL Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

John David Barranco Work History

John David has 11 years of experience.

2009 - Present (12 years)

Ubs Financial Services Inc


John David Barranco has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Nicholas Feracci
Bethesda, MD
Megan Zhang
San Francisco, CA
Michael Williams
Leawood, KS
Andrew Wasmuth
Weehawken, NJ
Kevin Dommes
Walnut Creek, CA
Stephanie Fratoe
Sylvania, OH
Brayden Buck
Oklahoma City, OK
Kelly Fritz
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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