Simone Branigan, financial advisor Beverly Hills CA
90 score

Simone Branigan

CRD Number: 5994468
Current Firm: Unionbanc Investment Services, LLC

Simone Branigan (CRD# 5994468) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Beverly Hills, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Beverly Hills, CA Mar 2016 - Current < 1
Mufg Union Bank Beverly Hills, CA Mar 2016 - Current < 1
City National Securities Beverly Hills, CA Oct 2013 - Mar 2016 2
Union Bank Beverly Hills, CA Jan 2010 - Sep 2013 3
Not Employed Los Angeles, CA Jun 2003 - Jan 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Simone S. Branigan
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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