Nancy BurrowsCRD Number: 1082062
Current Firm: Ubs Financial Services Inc.
Nancy Burrows (CRD# 1082062) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 25 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Ubs Financial Services Inc.||Northbrook, IL||Jul 2013 - Current||4|
|Ameriprise Financial Services Inc.||Northbrook, IL||Aug 2010 - Jul 2013||2|
|Unemployed||Evanston, IL||Aug 2009 - Aug 2010||1|
|Bmo Capital Markets Gkst Inc.||Chicago, IL||Aug 2009 - Aug 2009||< 1|
|Unemployed||Skokie, IL||Mar 2009 - Aug 2009||< 1|
|Keefe, Bruyette & Woodfs, Inc.||Chicago, IL||Feb 2003 - Mar 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.