Location
5285 Meadows Road 270
Lake Oswego, OR 97035
About this location
UBS FINANCIAL SERVICES INC. offers selection of other advisers, portfolio management for businesses, pension consulting services, publication of periodicals or newsletters, security ratings or pricing services, financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and also performs business activities as futures commission merchant, broker-dealer, insurance broker or agent.
Time in Business
No submission
Total Assets Under Management
$692,292,245,524
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Other
Fixed fees
Commissions
Hourly charges
A percentage of assets under management
Advisors at This Location
Scott Nelson
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Thomas Rosendahl
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Joseph Ferguson
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Gregory Hogensen
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Scott Springer
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Ronnie Cobb
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John Wrenn
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Ann Marie Mcriley
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Kevin Greene
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David Jackson
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James Wrenn
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Douglas Jenkins
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Carl Johnsen
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Todd Schroeder
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Ali Panahpour
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Aaron Kohn
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Bethany Cichy
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Ruth Lazarski
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Edward Ferguson
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Nathan Harrell
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Aaron Daugherty
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David Lachowski
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Derek Nelson
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Phoenix Onsager
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Cassandra Nosler
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