Alicia Loo, financial advisor San Francisco CA

Alicia Loo

CRD Number: 4240109
Current Firm: Ubs Financial Services Inc.

Alicia Loo (CRD# 4240109) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Ubs Financial Services Inc. San Francisco, CA Jun 2013 - Current 7
Merrill Lynch Int'l San Francisco, CA Jun 2005 - Jun 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Alicia W. Loo
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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