Gregg AbernathyCRD Number: 2531770
Current Firm: Ubs Financial Services Inc.
Gregg Abernathy (CRD# 2531770) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Ubs Financial Services Inc.||San Francisco, CA||Sep 2008 - Current||15|
|Walter A Haas School Of Business||Berkeley, CA||Aug 1993 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1994|
|S65||NASAA Investment Advisors Law Examination||Oct 1994|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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