Elizabeth
Scoggins

Ubs Financial Services Inc

CRD#6874833
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Elizabeth Scoggins is a financial advisor based out of Bonita Springs, Florida, with 20 years in the industry. Scoggins is an advisor for Ubs Financial Services Inc. Their career trajectory has included roles at Mcgregor Baptist Church, Ubs Financial Services, Inc and Next Level Church. Scoggins maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Ubs Financial Services Inc is a financial advisory company that has its headquarters in Bonita Springs, Florida. The investment advisory business has offices in 369 locations and a total of 13,402 financial advisors. It controls $496 billion in assets under management across its 922,927 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 4,543 charitable organizations. Of its 922,927 client accounts, 52% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a broad array of services, such as 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 charged by financial advisors usually vary depending on the financial services. Fees charged by Ubs Financial Services Inc may include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 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

8000 Health Care Center Blvd.
Bonita Springs, FL 34135

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

FL Average: 92
Total Number of Accounts

957,738

FL Average: 6,978
Average Account Size

$517,923

FL Average: $1,450,417

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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

Elizabeth Scoggins Work History

Elizabeth has 20 years of experience.

2017 - Present (2 years)

Ubs Financial Services,Inc

2014 - 2017 (3 years)

Next Level Church

2013 - 2014 (1 year)

Mcgregor Baptist Church

Disclosures

Elizabeth Scoggins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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