Erin BrittonCRD Number: 5735564
Current Firm: Ubs Financial Services Inc.
Erin Britton (CRD# 5735564) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Ubs Financial Services Inc.||Pittsburgh, PA||Mar 2018 - Current||4|
|Ubs Financial Services Inc.||Pittsburgh, PA||Dec 2016 - Mar 2018||1|
|Ubs Securities||New York, NY||Jan 2014 - Nov 2016||2|
|Ubs Securities||Stamford, CT||Nov 2009 - Jan 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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