Patricia
Van Kirk

Ubs Financial Services Inc

CRD#1486860
Investment Advisor
in Washington, DC
Are you Patricia Van Kirk? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Patricia Van Kirk is a certified financial planner working in Washington, D.C., with a total of 10 years of financial industry experience. Van Kirk is on the advisory team at Ubs Financial Services Inc. Throughout their career, they have worked at Ubs Financial Services Inc and Merrilll Lynch. Van Kirk maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Washington, D.c., Maryland, Texas and Virginia. Ubs Financial Services Inc is a company operating out of Washington, D.C. The firm has offices in 369 locations and a total of 13,402 advisors. It oversees $496 billion in total assets across its 922,927 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 4,543 charitable organizations. Of its 922,927 accounts, 52% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number 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. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types charged by Ubs Financial Services Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

No

Office Location

1501 K. Street Nw
Washington, DC 20005

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

DC Average: 92
Total Number of Accounts

957,738

DC Average: 6,978
Average Account Size

$517,923

DC Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Patricia Van Kirk Work History

Patricia has 10 years of experience.

2012 - Present (7 years)

Ubs Financial Services Inc

2008 - 2012 (4 years)

Merrilll Lynch

Disclosures

Patricia Van Kirk has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started