Brett Boor, financial advisor Farmington Hills MI
89 score

Brett Boor

CRD Number: 6147638
Current Firm: Ubs Financial Services Inc.

Brett Boor (CRD# 6147638) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Farmington Hills, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Farmington Hills, MI Feb 2016 - Current < 1
First Trust Portfolios LP Wheaton, IL Sep 2013 - Dec 2015 2
Ubs Financial Services Chicago, IL Jun 2013 - Sep 2013 < 1
Chicago Chinese Culteral Institute Chicago, IL May 2013 - Jun 2013 < 1
Ubs Financial Services, Inc. Farmington Hills, MI Dec 2012 - Mar 2013 < 1
George Washington University Washington, DC Aug 2011 - Dec 2012 1
United States Institute Of Peace Washington, DC Sep 2011 - Nov 2012 1
Visanow Immigration Services Chicago, IL Mar 2011 - Aug 2012 1
Caribou Coffee Chicago, IL Jan 2011 - Mar 2011 < 1
Anqi Sushi Lansing, MI Aug 2010 - Jan 2011 < 1
Michigan State University East Lansing, MI Aug 2008 - Dec 2010 2
College Pro Painters Birmingham, MI Jul 2008 - Aug 2008 < 1
Ray's Plants And Flowers Farmington Hills, MI May 2008 - Jul 2008 < 1
Brother Rice High School Birmingham, MI Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Brett D. Boor
Phone Number: 201-352-3000
Registered State(s):
  • MI
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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