John
Dunahoo

Ubs Financial Services Inc

CRD#6227023
Investment Advisor
in Franklin, TN

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About this Advisor

John Dunahoo is a financial advisor who works out of Franklin, Tennessee, who has been in the advisory business for 9 years. Dunahoo currently works for Ubs Financial Services Inc. During their career, the advisor has held roles at Ubs Financial Services Inc and Servicesource. Dunahoo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Ubs Financial Services Inc is a registered investment company operating out of Franklin, Tennessee. It has offices in 369 locations and a total of 13,335 people on staff. It manages $496 billion in assets between its 957,738 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 4,771 charitable organizations. Of its 957,738 customer accounts, 56% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a number 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 advisory fees typically are based on which service is offered. Fees billed by Ubs Financial Services Inc most likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

6100 Tower Circle Suite 100
Franklin, TN 37067

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

TN Average: 92
Total Number of Accounts

957,738

TN Average: 6,978
Average Account Size

$517,923

TN Average: $1,450,417

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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

John Dunahoo Work History

John has 10 years of experience.

2013 - Present (7 years)

Ubs Financial Services Inc

2010 - 2013 (3 years)

Servicesource

Disclosures

John Dunahoo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Gregory Miller
Newtown, PA
Evan Bloomberg
Short Hills, NJ
Christopher Albanese
Weehawken, NJ
Amanda Evans
Houston, TX
Peter Maroney
New York, NY
Chad Torelli
New York, NY
Catherine L. Smith
Portland, ME

This content was compiled from the SEC and FINRA.

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