Brett Schumbacker (CRD# 7013541) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 5 years of experience in the finance industry.
CRD# 1002352
Hightower Advisors, LLC
CRD# 1433847
Ace Wealth Management LLC
CRD# 1011585
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Naples, FL | Sep 2018 - Current | 6 |
| Fortified Funding | Ft Lauderdale, FL | Jun 2018 - Aug 2018 | < 1 |
| Fsu Athletic Department | Tallahassee, FL | Sep 2017 - May 2018 | < 1 |
| Florida State University | Tallahasee, FL | Jun 2014 - May 2018 | 3 |
| Evans Economic Consulting | Tallahassee, FL | Mar 2017 - Sep 2017 | < 1 |
| Sky King | Ft Myers, FL | Jun 2016 - Jul 2016 | < 1 |
| Red Robin | Tallahassee, FL | Apr 2016 - Jun 2016 | < 1 |
| Target | Ft Myers And Tallahassee Locations, FL | Jun 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- FL
- TX
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Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- 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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