Robert Iverson, financial advisor Chicago IL
88 score

Robert Iverson

CRD Number: 6339657
Current Firm: Ubs Financial Services Inc.

Robert Iverson (CRD# 6339657) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 2 years of experience in the finance industry.

Similar Advisors
Robert Ellis, financial advisor Chicago IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Chicago IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Chicago IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
Ubs Financial Services, Inc. Chicago, IL Jun 2014 - Current 2
Jpmorgan Chase Bank, N.a. Chicago, IL Jun 2012 - May 2014 1
Lavelle Law, Ltd. Palatine/chicago, IL Jan 2011 - Jun 2012 1
Robert Half Legal Chicago, IL Jun 2010 - Jan 2011 < 1
The University Of Washington School Of Law Seattle, WA Sep 2009 - Jun 2010 < 1
Club Monaco Seattle, WA Nov 2009 - Jan 2010 < 1
Fosco Fullett Rosenlund Arlington Heights, IL Jan 2009 - Jun 2009 < 1
Isba Trusts And Estates Section Council Chicago, IL Dec 2007 - Oct 2008 < 1
The John Marshall Law School Chicago, IL Aug 2005 - Jun 2008 2
Beermann Swerdlove Chicago, IL Aug 2007 - May 2008 < 1
Circuit Court Of Cook County Chicago, IL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Robert P. Iverson
Phone Number: 201-352-3000
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from Robert Iverson and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.