Ashley
Gagne

Unionbanc Investment Services, LLC

CRD#5842861
Investment Advisor
in San Diego, CA
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About this Advisor

Ashley Gagne is a certified financial planner who works out of San Diego, California, who has 13 years of experience as a financial advisor. Gagne is an advisor for Unionbanc Investment Services, LLC. During their career, the advisor has held roles at Unionbanc Investment Services and Union Bank. Gagne has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Unionbanc Investment Services, LLC is a financial advisory company that has its headquarters in San Diego, California. The investment advisory business has offices in 347 locations and a total of 634 financial advisors. It handles $1 billion in assets across its 4,151 accounts, placing it among the larger firms in the United States by assets under management. The firm advises 29 charities and foundations. Of its 4,151 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. Fee types billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1101 Market St
San Diego, CA 92101

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,291,432,245

CA Average: $7,578,581,321
Total Number of Employees

581

CA Average: 43
Total Number of Accounts

4,665

CA Average: 3,727
Average Account Size

$276,834

CA Average: $2,033,427

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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

Ashley Gagne Work History

Ashley has 13 years of experience.

2010 - Present (9 years)

Unionbanc Investment Services

2005 - Present (14 years)

Union Bank

Disclosures

Ashley Gagne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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