David Webb (CRD# 7055588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Members Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Madison, WI | Jan 2019 - Current | 4 |
| Uw-madison | Madison, WI | Aug 2016 - May 2020 | 3 |
| General Purpose Movers | Middleton, WI | May 2018 - Sep 2018 | < 1 |
| Eau Claire Area School District | Eau Claire, WI | May 2017 - Aug 2017 | < 1 |
| Monk's Bar And Grill | Eau Claire, WI | Apr 2016 - Aug 2016 | < 1 |
| Memorial High School | Eau Claire, WI | Sep 2012 - Jun 2016 | 3 |
| Metropolis Resort | Eau Claire, WI | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- WI
-
Total Assets Under Management600,809MILLIONS
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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