Ubs Financial Services Inc
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
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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.
Ubs Financial Services Inc
John David Barranco has no disclosures.
Please visit their SEC profile for more details.
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