Amanda Murguia, financial advisor Cookeville TN
93 score

Amanda Murguia

CRD Number: 5448120
Current Firm: Ubs Financial Services Inc.

Amanda Murguia (CRD# 5448120) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cookeville, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Cookeville, TN Oct 2007 - Current 9
Staples Cookeville, TN Jun 2007 - Oct 2007 < 1
Us Cellular Cookeville, TN Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Amanda Murguia
Phone Number: 201-352-3000
Registered State(s):
  • TN
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
93
Clean Record
This advisor has a clean track record with regulators.

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