Savannah RathCRD Number: 6234992
Current Firm: Ubs Financial Services Inc.
Savannah Rath (CRD# 6234992) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hunt Valley, MD and has over 2 years of experience in the finance industry. Savannah Rath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Planning Solutions Group, LLC
Commonwealth Financial Network
Msi Financial Services, Inc.
|Ubs Financial Services Inc.||Hunt Valley, MD||Jul 2016 - Current||< 1|
|Lincoln Financial Advisors||Hunt Valley, MD||Oct 2013 - Jul 2016||2|
|Lincoln Financial Advisors Corporation||Frederick, MD||Aug 2013 - Oct 2013||< 1|
|Unemployed||Cockeysville, MD||Aug 2012 - Aug 2013||1|
|University Of Alabama Distance Learning||Tuscaloosa, AL||Jan 2010 - Aug 2012||2|
|Fx Studios||Hunt Valley, MD||Mar 2010 - Aug 2010||< 1|
|University Of Alabama (tuscaloosa)||Tuscaloosa, AL||Aug 2009 - Dec 2009||< 1|
|Buffalo Wild Wings||Tuscaloosa, AL||Aug 2009 - Oct 2009||< 1|
|Cheesecake Factory||Towson, MD||Aug 2008 - Aug 2009||1|
|Towson University||Towson, MD||Aug 2008 - Jun 2009||< 1|
|Fx Studios||Hunt Valley, MD||May 2008 - Aug 2008||< 1|
|University Of Alabama (tuscaloosa)||Tuscaloosa, AL||Aug 2007 - May 2008||< 1|
|Tan Stand Beach Club||Hunt Valley, MD||Mar 2007 - Aug 2007||< 1|
|Hereford High School||Tuscaloosa, MD||Aug 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.