Erin
Econom

Ubs Financial Services Inc

CRD#6492112
Investment Advisor
in Billings, MT

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About this Advisor

Erin Econom is a financial advisor based in Billings, Montana, working with Ubs Financial Services Inc. Erin has previously held positions at Ubs Financial Services Inc, Ten At The Northern, Cellular Plus Corporate Headquarters, Evolution Talent Agency, and Pure Barre. Erin has passed the Series 66 regulatory exam and is registered to provide services in Montana. Currently, Erin is part of Ubs Financial Services Inc, which operates out of Billings, Montana. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Ubs Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

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

Office Location

401 North 31St Street
Billings, MT 59101

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

MT Average: 92
Total Number of Accounts

1,093,486

MT Average: 6,978
Average Account Size

$642,338

MT Average: $1,450,417

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

Erin Econom Work History

2015 - Present (9 years)

Ubs Financial Services Inc

2016 - 2020 (4 years)

Pure Barre

2015 - 2016 (1 year)

Ten At The Northern

2014 - 2015 (1 year)

Cellular Plus Corporate Headquarters

2014 - 2015 (1 year)

Evolution Talent Agency

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Erin Econom 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 Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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