Ubs Financial Services Inc
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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
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
Amanda Evans Work History
Amanda has 10 years of experience.
Ubs Financial Services Inc
Bb&T Investment Services, Inc
Amanda Evans has no disclosures.
Please visit their SEC profile for more details.
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