Ronald
Rigsby
Unionbanc Investment Services, LLC
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About this Advisor
Ronald Rigsby is a financial advisor who works in Cypress, California who has 13 years of industry experience. Rigsby is currently employed by Unionbanc Investment Services, LLC. They have been an employee of Unionbanc Investment Services, Llc for all of their career. Rigsby maintains a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in California. Unionbanc Investment Services, LLC is an advisory company operating out of Glendale, CA. It has offices in 203 locations and a total of 388 financial advisors. It administers $2 billion in assets among its 4,542 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 4,542 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Unionbanc Investment Services, LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unionbanc Investment Services, LLC Brokerage Details
$1,473,263,990
388
4,542
$324,365
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ronald Rigsby Work History
Ronald has been registered as a financial advisor for 13 years.*
Unionbanc Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Rigsby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unionbanc Investment Services, LLC
San Ramon, CA
San Francisco, CA
Seattle, WA
Sacramento, CA
Los Angeles, CA
Torrance, CA
Glendale, CA
Coronado, CA
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