Lisa BeileCRD Number: 2329868
Current Firm: Ubs Financial Services Inc.
Lisa Beile (CRD# 2329868) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 30 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Ubs Financial Services Inc.||Roseville, CA||Nov 2013 - Current||9|
|Ubs Financial Services Inc.||Sacramento, CA||Jan 1995 - Nov 2013||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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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