Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,188,433,700 in 3,842 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,188MILLION
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Total Number of Accounts3,842ACCOUNTS
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Average Account Value$309,327
- 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, 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 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.
Thomas Bennett (CRD# 4201609) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Alamo, 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.
Yun Feng (CRD# 4398379) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry. Yun Feng 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.
Tyler Forsythe (CRD# 4386712) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Seattle, WA and has over 15 years of experience in the finance industry.
Ashley Gagne (CRD# 5842861) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 7 years of experience in the finance industry. Ashley Gagne 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 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.
Michael Judge (CRD# 5490102) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Marcos, CA and has over 8 years of experience in the finance industry. Michael Judge 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.
Brandon Kelly (CRD# 3073015) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tustin, CA and has over 19 years of experience in the finance industry. Brandon Kelly 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.
Alice Liang (CRD# 4763269) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry. Alice Liang 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.
Kirk Martin (CRD# 1695644) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 14 years of experience in the finance industry.