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Ann Atchison (CRD# 3268757) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 16 years of experience in the finance industry.
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CRD# 5159569
Primerica Advisors
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CRD# 6673621
Econologics Financial Advisors
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CRD# 4691463
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Tampa, FL | Nov 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2008 |
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- FL
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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