Unionbanc Investment Services, LLC
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About this Advisor
Anthony Alberico is a certified financial planner who works in San Diego, California, with a total of 13 years of professional experience. Alberico works at Unionbanc Investment Services, LLC. During their career, Alberico has held roles at J.P.Morgan Securities Inc, Jpmorgan Chase Bank and Unionbanc Investment Services. Alberico maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California. Unionbanc Investment Services, LLC is a company operating in San Diego, California. The firm has offices in 347 locations and a total of 634 employees. It oversees $1 billion in total assets among its 4,151 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises 29 charitable organizations. Of its 4,151 accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets available to invest. Unionbanc Investment Services, LLC provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on the type of financial services provided. However, fee types charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Unionbanc Investment Services, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Anthony Alberico Work History
Anthony has 13 years of experience.
Unionbanc Investment Services
J.P.Morgan Securities Inc
Jpmorgan Chase Bank
Anthony Alberico has no disclosures.
Please visit their SEC profile for more details.