Unionbanc Investment Services, LLC
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About this Advisor
Ryan Kirby is a certified financial planner working out of San Diego, California, with a total of 11 years of experience as a financial advisor. Kirby is currently employed by Unionbanc Investment Services, LLC. They have worked at Unionbanc Investment Services, Llc for the entirety of their career. Kirby has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Hawaii, New Mexico, Washington, Colorado and Virginia. Unionbanc Investment Services, LLC is a registered investment business that has its headquarters in San Diego, California. The investment advisory business has offices in 347 locations and a total of 634 advisors. It administers $1 billion in assets between its 4,151 customer accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to 29 charities and foundations. Of its 4,151 client accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on the type of financial services offered. Fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Unionbanc Investment Services, LLC Brokerage Details
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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
Ryan Kirby Work History
Ryan has 11 years of experience.
Unionbanc Investment Services
Ryan Kirby has no disclosures.
Please visit their SEC profile for more details.