Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Portland, A to Z.
The short answer
39 registered advisors work at UBS Financial Services Inc. in Portland, out of 8,476 at the firm nationwide; it ranks number 6 in the city by advisors. 7 list the CFP designation and 39 are also registered broker representatives.
UBS Financial Services Inc. advisors in Portland, A to Z
Every UBS Financial Services Inc. advisor →- Cy O. AlemanCertified Financial Planner · Also a broker rep
- Joe D. BartlettAlso a broker rep
- Ethan M. BaysCertified Financial Planner · Also a broker rep
- William BeattyAlso a broker rep
- Paul E. BrewerAlso a broker rep
- Tiffany M. BudkeAlso a broker rep
- Cameron L. CheekAlso a broker rep
- Joseph W. CheekAlso a broker rep
- Marci W. CollisAlso a broker rep
- Sean V. GabrioAlso a broker rep
- John HarrisonAlso a broker rep
- Brice HeilmanAlso a broker rep
- Catherine R. HenryCertified Financial Planner · Also a broker rep
- Joshua M. HollanderCertified Financial Planner · Also a broker rep
- Connie L. HopkinsAlso a broker rep
- Edward A. LangAlso a broker rep
- Matthew C. LangAlso a broker rep
- Jonathan W. LevineCertified Financial Planner · Also a broker rep
- Laurel H. LucianiAlso a broker rep
- Traci A. MillerAlso a broker rep
- George R. MilneAlso a broker rep
- Robert F. MonacoAlso a broker rep
- Henri C. MoreauAlso a broker rep
- Andrew L. MorkAlso a broker rep
- Robert L. MorkAlso a broker rep
- Grace E. MoynihanAlso a broker rep
- Wendy K. PaceAlso a broker rep
- James E. ParkerAlso a broker rep
- Mark RoukasAlso a broker rep
- Nicholas T. SalisburyAlso a broker rep
- John W. Schlendorf IIIAlso a broker rep
- Monica E. SpadyAlso a broker rep
- Curtis B. SpiteriAlso a broker rep
- Kenneth TangCertified Financial Planner · Also a broker rep
- Natalie R. TaylorAlso a broker rep
- Bryan C. VandergriffCertified Financial Planner · Also a broker rep
- Martin WeberAlso a broker rep
- Ryan D. WilkinsonAlso a broker rep
- Ethan T. WilsonAlso a broker rep
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 Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25Coldstream Wealth Management 23
Questions
How many financial advisors does UBS Financial Services Inc. have in Portland?
39 investment adviser representatives are registered at UBS Financial Services Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 7 list the CFP designation and 39 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Portland?
UBS Financial Services Inc. ranks number 6 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a UBS Financial Services Inc. advisor in Portland?
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.