Ubs Financial Services Inc

Investment Advisor
in Plano, TX

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About this Advisor

William Blake is an investment advisor whose office is in Plano, Texas. Currently a registered financial advisor at Ubs Financial Services Inc, Blake has 10 years of professional experience in the financial advisory industry. Blake holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Blake can work with clients in Texas. The advisor has gained experience at Metlife Securities Inc and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Plano, Texas, and operates out of 369 other brick-and-mortar locations in the United States. Overall, Ubs Financial Services Inc oversees $591 billion in assets dispersed across 975,301 accounts and employs more than 15,605 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 58% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Ubs Financial Services Inc can provide 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 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



Office Location

Legacy Tower 7250 Dallas Parkway, 12Th Floor
Plano, TX 75024

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


TX Average: 92
Total Number of Accounts


TX Average: 6,978
Average Account Size


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

William Blake Work History

William has 10 years of experience.

2011 - Present (9 years)

Ubs Financial Services Inc

2010 - 2011 (1 year)

Metlife Securities Inc


William Blake has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Edward Van Der Velden
San Mateo, CA
Guillermina Alonso
Miami, FL
Antwyne Delonde
Hunt Valley, MD
Adam Rivera
New York, NY
Dennis Steele
Nashville, TN
Jamie Cohen
Mount Laurel, NJ
Meredith Farber
Stamford, CT
Sandra Sanchez Heredia
San Diego, CA

This content was compiled from the SEC and FINRA.

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