Layton Sharum, financial advisor Tulsa OK
88 score

Layton Sharum

CRD Number: 6373506
Current Firm: Ubs Financial Services Inc.

Layton Sharum (CRD# 6373506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tulsa, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Tulsa, OK Aug 2014 - Current 2
University Of Tulsa Tulsa, OK Aug 2010 - May 2014 3
Bank Of Oklahoma Tulsa, OK May 2013 - Aug 2013 < 1
Frank Sharum Landscape & Design, Inc. Fort Smith, AR May 2004 - Aug 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Layton L. Sharum
Phone Number: 201-352-3000
Registered State(s):
  • OK
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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