Noor
Ismail

Ubs Financial Services Inc

CRD#5390851
Investment Advisor
in Dallas, TX
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About this Advisor

Noor Ismail is a certified financial planner who works out of Dallas, Texas, who has 11 years of professional experience. Ismail is currently employed by Ubs Financial Services Inc. During their career, the advisor has held roles at Ubs Financial Services Inc and Credit Suisse Securities (Usa) LLC. Ismail has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Ubs Financial Services Inc is a registered investment business based out of Dallas, Texas. The firm has offices in 369 locations and a total of 13,402 advisors. It administers $496 billion in assets among its 922,927 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 4,543 charitable organizations. Of its 922,927 accounts, 52% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Ubs Financial Services Inc has 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

100 Crescent Court Suite 400
Dallas, TX 75201

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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

Noor Ismail Work History

Noor has 11 years of experience.

2013 - Present (6 years)

Ubs Financial Services Inc

2009 - 2013 (4 years)

Credit Suisse Securities (Usa) LLC

2007 - 2009 (2 years)

Ubs Financial Services Inc

Disclosures

Noor Ismail has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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