Kirsten Roybal, financial advisor Fallbrook CA
93 score

Kirsten Roybal

CRD Number: 5530342
Current Firm: Unionbanc Investment Services, LLC

Kirsten Roybal (CRD# 5530342) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Fallbrook, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Temecula, CA May 2008 - Current 8
Union Bank Of California Temecula, CA Sep 1991 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Kirsten C. Roybal
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
93
Clean Record
This advisor has a clean track record with regulators.

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