Amanda
Evans

Ubs Financial Services Inc

CRD#6392128
Investment Advisor
in Houston, TX

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About this Advisor

Amanda Evans is a financial advisor working in Houston, Texas, with a total of 10 years of professional experience. Evans is currently employed by Ubs Financial Services Inc. Evans has gained experience at Bb&T, Bb&T Investment Services, Inc and Ubs Financial Services Inc. Evans has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Ubs Financial Services Inc is a financial advisory business that has its headquarters in Houston, Texas. The firm has offices in 369 locations and a total of 15,605 financial advisors. It has $591 billion in assets between its 975,301 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 5,525 charities and foundations. Of its 975,301 client accounts, 58% belong to high-net-worth clients who have greater than $1 million in investable assets. Ubs Financial Services Inc provides a number of services, including 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. Fees for financial advisory services usually depend on the services offered. However, fees charged by Ubs Financial Services Inc likely include some 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

1000 Main Street 26Th Floor
Houston, TX 77002

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

TX Average: 92
Total Number of Accounts

975,301

TX Average: 6,978
Average Account Size

$606,337

TX 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

Amanda Evans Work History

Amanda has 10 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Bb&T

2014 - 2015 (1 year)

Bb&T Investment Services, Inc

2013 - 2014 (1 year)

Bb&T

2012 - 2013 (1 year)

Bb&T

2011 - 2012 (1 year)

Bb&T

2010 - 2011 (1 year)

Bb&T

Disclosures

Amanda Evans has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Shelsey Robertson
San Diego, CA
Patricia Kates
Miami, FL
Gabrielle Foti
Weehawken, NJ
Moira Trott
Raleigh, NC
Marc Cimmino
Norfolk, VA
William O'Brien
Charlotte, NC
Melissa Kessler
Dallas, TX
Thomas Carney
New York, NY

This content was compiled from the SEC and FINRA.

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