Shawn
Duburg

Unionbanc Investment Services, LLC

CRD#2928521
Investment Advisor
in San Francisco, CA

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About this Advisor

Shawn Duburg is a financial advisor based out of San Francisco, California who has 6 years of relevant experience. Duburg is an employee of Unionbanc Investment Services, LLC. Throughout their career, they have worked at Union Bank, Unionbanc Investment Services, Opus Bank and Mufg Union Bank. Duburg has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Oregon and Washington. Unionbanc Investment Services, LLC is a business operating out of Glendale, CA. The company has offices in 203 locations and a total of 388 people on staff. It has $2 billion in assets across its 4,542 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 4,542 accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in investable assets. Unionbanc Investment Services, LLC provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

350 California St., 18Th Floor
San Francisco, CA 94104

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,473,263,990

CA Average: $7,578,581,321
Total Number of Employees

388

CA Average: 43
Total Number of Accounts

4,542

CA Average: 3,727
Average Account Size

$324,365

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Shawn Duburg Work History

Shawn has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Unionbanc Investment Services

2017 - Present (7 years)

Mufg Union Bank

2016 - 2017 (1 year)

Opus Bank

2012 - 2016 (4 years)

Unionbanc Investment Services

2010 - 2016 (6 years)

Union Bank

*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 Shawn Duburg 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

Monisha Mapp
Glendale, CA
Negin Banaei
San Diego, CA
Stuart Glenn
Santa Barbara, CA
Michael Forgea
Santa Barbara, CA
Harold Rhee
San Francisco, CA
Robin Martin
Sacramento, CA
Robert Joseph
Los Angeles, CA
Deborah Valenzuela
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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