Kayla Lawrence, financial advisor Nashville TN

Kayla Lawrence

CRD Number: 6215283
Current Firm: Ubs Financial Services Inc.

Kayla Lawrence (CRD# 6215283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Nashville, TN Feb 2017 - Current 4
Raymond James Financial Services Advisors Inc. Clarksville, TN Nov 2016 - Feb 2017 < 1
Raymond James Financial Services, Inc. Calrksville, TN Apr 2016 - Feb 2017 < 1
Raymond James Financial Services, Inc. Clarksville, TN Jun 2013 - Apr 2016 2
Rufus Johnson Associates Clarksville, TN May 2012 - May 2013 1
Cumberland Bank And Trust Clarksville, TN May 2009 - Apr 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Kayla R. Lawrence
Phone Number: 201-352-3000
Firm Website: https://www.ubs.com/ols
Registered State(s):
  • TN
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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