Grace BordenCRD Number: 6930677
Current Firm: Ubs Financial Services Inc.
Grace Borden (CRD# 6930677) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|Ubs Financial Services Inc.||Richmonf, VA||Apr 2018 - Current||4|
|Roan||Richmond, VA||Sep 2016 - Apr 2018||1|
|The Hardshell||Richmond, VA||Feb 2017 - Mar 2018||1|
|Dcr Horseneck State Beach Reservation||Westport, MA||May 2010 - Sep 2016||6|
|The Hill Cafe||Richmond, VA||Oct 2013 - Jun 2016||2|
|Virginia Commonwealth University||Richmond, VA||Aug 2012 - May 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 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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