Carla Thompson, financial advisor Fort Worth TX

Carla Thompson

CRD Number: 730526
Current Firm: Ubs Financial Services Inc.

Carla Thompson (CRD# 730526) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Worth, TX and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Fort Worth, TX Feb 1995 - Current 27
Carla Thompson Financial Services Fort Worth, TX Apr 1986 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1981
Contact Info for Carla K. Thompson
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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