Robert Senter, financial advisor Plano TX
90 score

Robert Senter

CRD Number: 5614353
Current Firm: Ubs Financial Services Inc.

Robert Senter (CRD# 5614353) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Plano, TX Sep 2015 - Current 1
Ubs Financial Services Inc. Plano, TX Sep 2015 - Current 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Plano, TX May 2011 - Sep 2015 4
Merrill Lynch Fort Worth, TX Jan 2010 - May 2011 1
Texas Christian University Fort Worth, TX Aug 2007 - May 2011 3
Morgan Stanley Smith Barney Fort Worth, TX Oct 2008 - Dec 2009 1
New Orleans Country Club New Orleans, LA Jun 2007 - Aug 2007 < 1
Benjamin Franklin High School New Orleans, LA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Robert R. Senter
Phone Number: 201-352-3000
Registered State(s):
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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