Elizabeth
Fowlks
Ubs Financial Services Inc
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About this Advisor
Elizabeth Fowlks is a financial advisor operating out of Wellesley Hills, Massachusetts, who has been in the industry for 10 years. Fowlks is an employee of Ubs Financial Services Inc. Throughout their career, Fowlks has worked at Morgan Stanley, Apg Federal Credit Union, Unemployed Seeking Employment and Ubs Financial Services Inc. Fowlks maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Texas. Ubs Financial Services Inc is a financial advisory firm that has its headquarters in Wellesley Hills, Massachusetts. The firm has offices in 369 locations and a total of 12,710 employees. It has $692 billion in assets under management across its 1,073,865 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 5,584 charitable organizations. Of its 1,073,865 customer accounts, 66% are held by high-net-worth individuals who have more than $1 million in investable assets. Ubs Financial Services Inc has a diverse set 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. Financial management fees usually are based on which service is offered. Fees billed by Ubs Financial Services Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ubs Financial Services Inc Brokerage Details
$692,292,245,524
12,710
1,073,865
$644,673
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Answer a few questions to get a personalized match.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 Fowlks Work History
Elizabeth has 10 years of experience.
Ubs Financial Services Inc
Morgan Stanley
Apg Federal Credit Union
Unemployed Seeking Employment
Disclosures
Elizabeth Fowlks has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
Nashville, TN
San Diego, CA
Nashville, TN
Nashville, TN
New York, NY
Nashville, TN
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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