Kristin Dycus, financial advisor Seattle WA
93 score

Kristin Dycus

CRD Number: 4535880
Current Firm: Ubs Financial Services Inc.

Kristin Dycus (CRD# 4535880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Seattle, WA Nov 2006 - Current 10
Theatre Contract Work Federal Way, WA May 2006 - Current 10
Raymond James Financial Services, Inc. Seattle, WA Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Kristin N. Dycus
Phone Number: 201-352-3000
Registered State(s):
  • WA
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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