Kyle
Blinkhorn

Ubs Financial Services Inc

CRD#6842175
Investment Advisor
in Westlake, OH

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About this Advisor

Kyle Blinkhorn is a financial advisor based in Westlake, Ohio, working with UBS Financial Services Inc. Kyle has previously held positions at Flagship Capital Advisors, LLC, Cambridge Investment Research, Inc, Accountemps - Robert Half, Keybank, Regency, Fender Musical Instruments Corporation, Cambridge Investment Research Advisors, Inc, and UBS Financial Services Inc. Kyle has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Kyle is part of UBS Financial Services Inc, which operates out of Westlake, Ohio. 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 65, Series 63

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

2055 Crocker Road
Westlake, OH 44145

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

OH Average: 92
Total Number of Accounts

1,093,486

OH Average: 6,978
Average Account Size

$642,338

OH 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

Kyle Blinkhorn Work History

2020 - Present (4 years)

Ubs Financial Services Inc

2018 - 2020 (2 years)

Cambridge Investment Research Advisors, Inc

2017 - 2020 (3 years)

Flagship Capital Advisors, LLC

2017 - 2020 (3 years)

Cambridge Investment Research, Inc

2016 - 2017 (1 year)

Accountemps - Robert Half

2016 - 2016 (< 1 year)

Keybank

2015 - 2015 (< 1 year)

Regency

2014 - 2015 (1 year)

Fender Musical Instruments Corporation

Disclosures

Please visit the SEC profile of Kyle Blinkhorn 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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