Derek
Glynn

Ubs Financial Services Inc

CRD#2619080
Investment Advisor
in Everett, WA

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About this Advisor

Derek Glynn is a financial advisor based in Everett, Washington, working with UBS Financial Services Inc. Derek has previously held positions at UBS Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Derek is part of UBS Financial Services Inc, which operates out of Everett, Washington. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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

1604 Hewitt Avenue Suite 601
Everett, WA 98201

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

WA Average: 92
Total Number of Accounts

1,093,486

WA Average: 6,978
Average Account Size

$642,338

WA Average: $1,450,417

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

Derek Glynn Work History

2015 - Present (9 years)

Ubs Financial Services Inc

1995 - 2015 (20 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Derek Glynn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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