Patrick LizzaCRD Number: 5985854
Current Firm: Ubs Financial Services Inc.
Patrick Lizza (CRD# 5985854) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indian Wells, CA and has over 6 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Ubs Financial Services||Indian Wells, CA||Oct 2011 - Current||6|
|The Plantation Golf Club||Indio, CA||Sep 1994 - Sep 2011||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- 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