David Gripshover, financial advisor Louisville KY

David Gripshover

CRD Number: 6405741
Current Firm: Ubs Financial Services Inc.

David Gripshover (CRD# 6405741) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Louisville, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Louisville, KY Feb 2018 - Current 3
Edward Jones Louisville, KY Apr 2017 - Jan 2018 < 1
Unemployed Louisville, KY Jan 2017 - Apr 2017 < 1
American Commercial Barge Lines Jeffersonville, IN Aug 2016 - Dec 2016 < 1
University Of Louisville Louisville, KY Aug 2012 - Dec 2016 4
University Of Louisville College Of Business Louisville, KY Jun 2016 - Aug 2016 < 1
Cardinal Moving Company Louisville, KY Jun 2015 - May 2016 < 1
Morgan Stanley Louisville, KY Aug 2014 - Apr 2015 < 1
Drees Homes Ft. Mitchell, KY Jun 2014 - Aug 2014 < 1
Student Louisville, KY Sep 2013 - May 2014 < 1
Amazon Fulfillment Hebron, KY Jun 2013 - Aug 2013 < 1
Student Louisville, KY Sep 2012 - May 2013 < 1
Cru Cutters LLC Union, KY Jun 2012 - Aug 2012 < 1
Saint Paul School Florence, KY Aug 2000 - Aug 2012 12
St. Henry High School Erlanger, KY Aug 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for David A. Gripshover
Phone Number: 201-352-3000
Firm Website: https://www.ubs.com/ols
Registered State(s):
  • KY
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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