Kimberly
Sampson

Ubs Financial Services Inc

CRD#3198627
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Kimberly Sampson is a financial advisor based out of Fort Lauderdale, Florida, who has been in the industry for 10 years. Sampson works at Ubs Financial Services Inc. They have spent all of their career at Ubs Financial Services Inc. Sampson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Florida. Ubs Financial Services Inc is an advisory business based in Fort Lauderdale, Florida. The company has offices in 369 locations and a total of 15,605 employees. It controls $591 billion in total assets across its 975,301 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 5,525 charities and foundations. Of its 975,301 customer accounts, 58% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Ubs Financial Services Inc offers a diverse array 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. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees billed by Ubs Financial Services Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

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

Yes

Office Location

401 East Las Olas Boulevard Las Olas Centre
Fort Lauderdale, FL 33301

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

FL Average: 92
Total Number of Accounts

975,301

FL Average: 6,978
Average Account Size

$606,337

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

Kimberly Sampson Work History

Kimberly has 10 years of experience.

2010 - Present (10 years)

Ubs Financial Services Inc

Disclosures

Kimberly Sampson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Tess Segal
Red Bank, NJ
Joseph Schultz
Chicago, IL
Scott Emerson
Atlanta, GA
Jose Araujo
Houston, TX
Louis Trachtman
Short Hills, NJ
Thomas Atkinson
Miami, FL
Michael Pagan
Weehawken, NJ
Andrew Guise
Chicago, IL

This content was compiled from the SEC and FINRA.

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