Ubs Financial Services Inc
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About this Advisor
Genevieve Gacad is a financial advisor operating in Los Angeles, California, who has been in the financial industry for 10 years. Gacad is on the advisory team at Ubs Financial Services Inc. During their career, the advisor has held roles at Ubs Financial Services and Ef English First. Gacad maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Ubs Financial Services Inc is a registered investment company that has its headquarters in Los Angeles, California. It has offices in 369 locations and a total of 12,710 people on staff. It administers $692 billion in assets under management among its 1,073,865 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 5,584 charities and foundations. Of its 1,073,865 client accounts, 66% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a wide set of services, such as 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. A financial advisor's fees usually are based on which services are offered. Fee types charged by Ubs Financial Services Inc most likely are comprised 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
Genevieve Gacad Work History
Genevieve has 10 years of experience.
Ubs Financial Services
Ef English First
Genevieve Gacad has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
San Diego, CA
New York, NY
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
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