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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Billings, MT

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

The short answer

8 registered advisors work at UBS Financial Services Inc. in Billings, out of 8,476 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

UBS Financial Services Inc. advisors in Billings, 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 953Weehawken, NJ 598San Francisco, CA 209Cincinnati, OH 195Houston, TX 187Chicago, IL 183Boston, MA 174Charlotte, NC 144Atlanta, GA 139Dallas, TX 137Los Angeles, CA 137Miami, FL 130Coral Gables, FL 126Denver, CO 121San Diego, CA 121

Other firms in Billings

All Billings advisors →

Edward Jones 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 19Investment Management Group 15Ameriprise Financial Services, LLC 13Morgan Stanley 13RBC Capital Markets, LLC 13Allied Investment Advisors LLC 8D.A. Davidson & Co. 8Eagle Strategies LLC 8Osaic Wealth, Inc. 8Pfs Investments Inc. 8

Questions

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

8 investment adviser representatives are registered at UBS Financial Services Inc. offices in Billings, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 14 in Billings by registered advisors; Edward Jones has the most, with 27.

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

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.