Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Eugene, OR

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

4 registered advisors work at UBS Financial Services Inc. in Eugene, out of 9,018 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

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

Every UBS Financial Services Inc. advisor →

UBS Financial Services Inc. advisors in other cities

New York, NY 1,025Weehawken, NJ 623San Francisco, CA 217Cincinnati, OH 203Houston, TX 202Chicago, IL 192Boston, MA 187Charlotte, NC 152Los Angeles, CA 149Atlanta, GA 148Dallas, TX 145Miami, FL 139Coral Gables, FL 134Denver, CO 131San Diego, CA 127

Other firms in Eugene

All Eugene advisors →

Edward Jones 31Cetera Investment Advisers LLC 26LPL Financial LLC 24Morgan Stanley 21Sapient Private Wealth Management, LLC 13RBC Capital Markets, LLC 10Roehl & Yi Investment Advisors, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Charles Schwab & Co., Inc. 6Ksb Financial Services, LLC 6Pfs Investments Inc. 6Commonwealth Financial Network 5

Questions

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

4 investment adviser representatives are registered at UBS Financial Services Inc. offices in Eugene, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 9,018 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 22 in Eugene by registered advisors; Edward Jones has the most, with 31.

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

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.