Matthew
Hansen

Ubs Financial Services Inc

CRD#4696471
Investment Advisor
in San Diego, CA
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About this Advisor

Matthew Hansen is a certified financial planner who works in San Diego, California, who has been in the financial industry for 14 years. Hansen is an advisor for Ubs Financial Services Inc. During their career, the advisor has held roles at First Allied Securities, Inc, Raymond J. Lucia Companies, Inc, Rjl Wealth Management, LLC, Lucia Securities, LLC and Ubs Financial Services Inc. Hansen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Ubs Financial Services Inc is a registered investment company operating out of San Diego, California. The investment advisory business has offices in 369 locations and a total of 13,402 advisors. It oversees $496 billion in assets under management across its 922,927 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 4,543 charitable organizations. Of its 922,927 customer accounts, 52% belong to high-net-worth investors who have more than $1 million in assets. Ubs Financial Services Inc performs a broad set 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 for financial management typically vary depending on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc most likely include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Disclosures

Yes

Office Location

17140 Bernardo Center Drive
San Diego, CA 92128

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

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

13,402

CA Average: 92
Total Number of Accounts

922,927

CA Average: 6,978
Average Account Size

$537,519

CA 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

Matthew Hansen Work History

Matthew has 14 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Lucia Securities, LLC

2010 - 2015 (5 years)

Rjl Wealth Management, LLC

2007 - 2011 (4 years)

First Allied Securities, Inc

2004 - 2010 (6 years)

Raymond J. Lucia Companies, Inc

Disclosures

Matthew Hansen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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