Miana Campbell, financial advisor Menlo Park CA
88 score

Miana Campbell

CRD Number: 6325204
Current Firm: Ubs Financial Services Inc.

Miana Campbell (CRD# 6325204) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Menlo Park, CA Apr 2014 - Current 2
Ubs London, Mar 2013 - Mar 2014 1
Usa Bird Supply Clarence, NY Jan 2012 - Jan 2013 1
Unemployed Akron, NY Aug 2011 - Jan 2012 < 1
University Student Akron, NY Sep 2008 - Aug 2011 2
Usa Bird Supply Clarence, NY May 2010 - Aug 2010 < 1
High School Student Akron, NY Sep 2004 - Jun 2008 3
Leisurewood Akron, NY May 2007 - Sep 2007 < 1
Town Of Newstead Recreation Akron, NY May 2007 - Sep 2007 < 1
Leisurewood Akron, NY May 2006 - Sep 2006 < 1
Town Of Newstead Recreation Akron, NY May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Miana Campbell
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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