Ubs Financial Services Inc
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About this Advisor
Richard Valle is a financial advisor operating out of Los Angeles, California, who has 12 years in the industry. Valle currently works for Ubs Financial Services Inc. They have been with Ubs Financial Services Inc for all of their career. Valle maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in California. Ubs Financial Services Inc is an advisory company operating in Los Angeles, California. The firm has offices in 369 locations and a total of 13,402 advisors. It administers $496 billion in total assets across its 922,927 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 4,543 charities and foundations. Of its 922,927 accounts, 52% are held by high-net-worth investors who have at least $1 million in investable assets. Ubs Financial Services Inc provides a wide range 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 vary depending on which services are offered. Fee types charged by Ubs Financial Services Inc can consist of some 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
Richard Valle Work History
Richard has 12 years of experience.
Ubs Financial Services Inc
Richard Valle has no disclosures.
Please visit their SEC profile for more details.