Judith Honaker, financial advisor Roanoke VA
93 score

Judith Honaker

CRD Number: 3005416
Current Firm: Ubs Financial Services Inc.

Judith Honaker (CRD# 3005416) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Roanoke, VA Feb 2012 - Current 4
Morgan Stanley Smith Barney Roanoke, VA Jun 2009 - Feb 2012 2
Citigroup Global Markets Inc. Roanoke, VA Jul 2007 - Jun 2009 1
Painewebber Inc. Roanoke, VA Dec 1997 - Oct 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Judith A. Honaker
Phone Number: 201-352-3000
Registered State(s):
  • TX
  • VA
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
93
Clean Record
This advisor has a clean track record with regulators.

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