Todd Rinn, financial advisor Salt Lake City UT
93 score

Todd Rinn

CRD Number: 2999869
Current Firm: Ubs Financial Services Inc.

Todd Rinn (CRD# 2999869) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Weehawken, NJ Sep 2006 - Current 10
Rinn Medical Billing West Jordan, UT Jan 1992 - Current 24
Key Investment Services LLC Brooklyn, OH Jan 2006 - Sep 2006 < 1
Key Bank Murray, UT Mar 2005 - Sep 2006 1
Mcdonald Investments Murray, UT Mar 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Todd W. Rinn
Phone Number: 201-352-3000
Registered State(s):
  • UT
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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