Candi
Trevino

Ubs Financial Services Inc

CRD#5656992
Investment Advisor
in Austin, TX
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About this Advisor

Candi Trevino is a certified financial planner in Austin, Texas. Currently a registered investment advisor at Ubs Financial Services Inc, they have gathered 14 years of work experience as a financial advisor. Trevino holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Trevino can work with customers based out of Texas. Trevino has gained experience at Jp Morgan Chase Na, Sears Holdings, Abilene Christian University, Axa Advisors, LLC, Chase Investment Services Corp, J.P. Morgan Securities LLC and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Austin, Texas, and has 369 additional locations in the nation. As a company, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

98 San Jacinto Blvd Suite 600
Austin, TX 78701

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

TX Average: 92
Total Number of Accounts

957,738

TX Average: 6,978
Average Account Size

$517,923

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

Candi Trevino Work History

Candi has 14 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2009 - 2012 (3 years)

Jp Morgan Chase Na

2009 - 2009 (0 years)

Axa Advisors, LLC

2009 - 2012 (3 years)

Chase Investment Services Corp

2005 - 2009 (4 years)

Abilene Christian University

2004 - 2009 (5 years)

Sears Holdings

Disclosures

Candi Trevino has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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