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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Athens, GA

Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Athens, A to Z.

The short answer

3 registered advisors work at UBS Financial Services Inc. in Athens, out of 8,475 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

UBS Financial Services Inc. advisors in Athens, A to Z

Every UBS Financial Services Inc. advisor →

UBS Financial Services Inc. advisors in every city and state →UBS Financial Services Inc.: assets, clients and custodians →UBS news and advisor moves →UBS Financial Services Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

UBS Financial Services Inc. advisors in other cities

New York, NY 935Weehawken, NJ 599San Francisco, CA 189Cincinnati, OH 188Houston, TX 186Chicago, IL 173Boston, MA 159Charlotte, NC 147Miami, FL 140Atlanta, GA 137Dallas, TX 137Los Angeles, CA 133Denver, CO 123San Diego, CA 118Coral Gables, FL 115

Other firms in Athens

All Athens advisors →

Cannon Financial Strategists, Inc. 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Elwood & Goetz 13Morgan Stanley 13Elevate Wealth Advisory, Inc. 11Wells Fargo Clearing Services, LLC 10State Farm Investment Management Corp. 9Edward Jones 8Ifg Advisory, LLC 8Carson Advisory Group 7LPL Financial LLC 7Cambridge Investment Research Advisors, Inc. 5

Questions

How many financial advisors does UBS Financial Services Inc. have in Athens?

3 investment adviser representatives are registered at UBS Financial Services Inc. offices in Athens, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is UBS Financial Services Inc. one of the largest advisor employers in Athens?

UBS Financial Services Inc. ranks number 21 in Athens by registered advisors; Cannon Financial Strategists, Inc. has the most, with 26.

How do I check a UBS Financial Services Inc. advisor in Athens?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the UBS Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.