Erin Ball, financial advisor Manchester NH

Erin Ball

CRD Number: 6811241
Current Firm: Ubs Financial Services Inc.

Erin Ball (CRD# 6811241) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Manchester, NH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Manchester, NH Nov 2019 - Current 4
Fidelity Brokerage Services LLC Merrimack, NH Jun 2017 - Nov 2019 2
Td Bank Concord, NH Jul 2016 - May 2017 < 1
Dick's Sporting Goods Columbus, GA Aug 2015 - Jun 2016 < 1
Unemployed Columbus, GA May 2015 - Aug 2015 < 1
Norwich University Northfield, VT Aug 2011 - May 2015 3
Norwich University Northfield, VT Sep 2011 - Dec 2014 3
Ava Marie Handmade Chocolates Peterborough, NH Apr 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Erin B. Ball
Phone Number: 201-352-3000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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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