Unionbanc Investment Services, LLC

Unionbanc Investment Services, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $773,335,700 in 3,196 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    773
    MILLION
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Unionbanc Investment Services, LLC
Showing 1 - 10 of 286 top financial advisors.
1
Anthony Alberico
CRD#: 4243048
530 B Street, Suite 2400, San Diego, CA 92101
96
Wealthminder
score

Anthony Alberico (CRD# 4243048) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 17 years of experience in the finance industry. Anthony Alberico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas F. Bennett
CRD#: 4201609
3223 Crow Canyon Road, San Ramon, CA 94583
96
Wealthminder
score

Thomas Bennett (CRD# 4201609) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Ramon, CA and has over 17 years of experience in the finance industry. Thomas Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew J. Holbrook
CRD#: 4541534
17951 Macarthur Blvd., Irvine, CA 92614
96
Wealthminder
score

Matthew Holbrook (CRD# 4541534) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 15 years of experience in the finance industry. Matthew Holbrook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Rex B. Ramsey
CRD#: 2582081
315 E. Alessandro Blvd, Riverside, CA 92508
96
Wealthminder
score

Rex Ramsey (CRD# 2582081) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Riverside, CA and has over 22 years of experience in the finance industry. Rex Ramsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Eric P. Abbe
CRD#: 4793512
5855 Topanga Canyon Blvd., Woodland Hills, CA 91367
93
Wealthminder
score

Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Woodland Hills, CA and has over 13 years of experience in the finance industry.

6
Crystal M. Abbe-Lopez
CRD#: 5729536
601 S Glenoaks Blvd., Burbank, CA 91502
93
Wealthminder
score

Crystal Abbe-Lopez (CRD# 5729536) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Burbank, CA and has over 7 years of experience in the finance industry.

7
Marina Adamson
CRD#: 4253555
800 N Brand Blvd., 16th Floor, Glendale, CA 91203
93
Wealthminder
score

Marina Adamson (CRD# 4253555) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 12 years of experience in the finance industry.

8
Joseph D. Addy
CRD#: 4609130
5430 East Second Street, Long Beach, CA 90803
93
Wealthminder
score

Joseph Addy (CRD# 4609130) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Long Beach, CA and has over 14 years of experience in the finance industry.

9
Ernest A. Alamillo
CRD#: 1451613
4747 Hopyard Road, Suite E-2, Pleasanton, CA 94588
93
Wealthminder
score

Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Pleasanton, CA and has over 31 years of experience in the finance industry.

10
Duane E. Allen
CRD#: 4669939
500 S Main St, Orange, CA 92868
93
Wealthminder
score

Duane Allen (CRD# 4669939) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Orange, CA and has over 13 years of experience in the finance industry.

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