![Brian English, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
Brian English (CRD# 4175131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 23 years of experience in the finance industry.
![Mark Abadir, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
CRD# 2130640
Ameriprise Financial Services, LLC
![Raymond Abbate, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Samirah Abdul-Alim, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
CRD# 1863193
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Red Bank, NJ | Dec 2017 - Current | 6 |
Morgan Stanley | Red Bank, NJ | Aug 2017 - Dec 2017 | < 1 |
Ubs Financial Services Inc. | Red Bank, NJ | Jun 2007 - Aug 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2001 |
S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- NJ
- TX
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.