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).
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Total Assets Under Management773MILLION
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Total Number of Accounts3,196ACCOUNTS
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Average Account Value$241,970
- A percentage of assets under your management
- 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)
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
Anthony Alberico (CRD# 4243048) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 16 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.
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.
Matthew Holbrook (CRD# 4541534) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 14 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.
Rex Ramsey (CRD# 2582081) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Riverside, CA and has over 21 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.
Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Woodland Hills, CA and has over 12 years of experience in the finance industry.
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.
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.
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.
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.
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.