Robert Blethen, financial advisor Los Angeles CA

Robert Blethen

CRD Number: 6438841
Current Firm: Ubs Financial Services Inc.

Robert Blethen (CRD# 6438841) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Ubs Financial Services Inc. Los Angeles, CA Nov 2020 - Current 1
Axa-advisors, LLC New York, NY Oct 2017 - Nov 2020 3
Unemployed Concord, CA Feb 2017 - Oct 2017 < 1
Northwestern Mutual Chico, CA Aug 2015 - Feb 2017 1
Chico State University Chico, CA Jun 2012 - Jun 2016 4
Adrenaline Lacrosse San Diego, CA Jul 2015 - Aug 2015 < 1
Northwester Mutual Chico, CA Dec 2014 - Aug 2015 < 1
City Of Laguna Beach Laguna Beachq, CA Jun 2014 - Aug 2014 < 1
Capistrano Valley High School Mission Viejo, CA Sep 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Robert A. Blethen
Phone Number: 201-352-3000
Firm Website: https://www.ubs.com/ols
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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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