West BowlerCRD Number: 6718153
Current Firm: Ubs Financial Services Inc.
West Bowler (CRD# 6718153) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Ubs Financial Services||San Francisco, CA||Mar 2018 - Current||3|
|Morgan Stanley||San Rafael, CA||Oct 2016 - Mar 2018||1|
|University Of The Pacific||Stockton, CA||Aug 2012 - Jul 2016||3|
|Rockstar Energy||Stockton, CA||Jul 2014 - Jan 2016||1|
|Tamalpais High School||Mill Valley, CA||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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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