Erin
Econom
Ubs Financial Services Inc
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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
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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
Ubs Financial Services Inc
Pure Barre
Ten At The Northern
Cellular Plus Corporate Headquarters
Evolution Talent Agency
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.
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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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