Ubs Financial Services Inc
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About this Advisor
James Lowden is a certified financial planner who works in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Ubs Financial Services Inc, they have accrued a notable 39 years of professional experience as a financial advisor. Lowden holds a Series 63 license, which designates the advisor as a securities broker. Lowden is able to work with investors in Pennsylvania and Texas. Lowden has worked their career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Pittsburgh, Pennsylvania, and operates out of 369 other locations across the nation. Overall, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and employs more than 13,402 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Ubs Financial Services Inc can offer 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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
James Lowden Work History
James has 39 years of experience.
Ubs Financial Services Inc
James Lowden has no disclosures.
Please visit their SEC profile for more details.