Eric TaylorCRD Number: 5062631
Current Firm: Ubs Financial Services Inc.
Eric Taylor (CRD# 5062631) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Leawood, KS and has over 15 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Ubs Financial Services Inc.||Leawood, KS||Jul 2013 - Current||8|
|Ubs Financial Services Inc.||Leawood, KS||Aug 2006 - Jul 2013||6|
|Piper Jaffray & Co||Leawood, KS||Nov 2005 - Jul 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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