Bijan Behboodi, financial advisor Bellevue WA
89 score

Bijan Behboodi

CRD Number: 5949278
Current Firm: Ubs Financial Services Inc.

Bijan Behboodi (CRD# 5949278) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Bellevue, WA Jul 2013 - Current 3
Education Lake Oswego, OR Sep 2002 - Jun 2013 10
University Of Oregon Eugene, OR Sep 2011 - Mar 2013 1
Northwestern Mutual Portland, OR Jun 2012 - Sep 2012 < 1
Coty Prestige Portland, OR Dec 2011 - May 2012 < 1
Lightbeaminc Eugene, OR Jan 2012 - Apr 2012 < 1
Ubs Lake Oswego, OR Jun 2011 - Sep 2011 < 1
7-eleven Tigard, OR Jun 2006 - Sep 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Bijan Behboodi
Phone Number: 201-352-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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