Unionbanc Investment Services, LLC

Unionbanc Investment Services, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,907,750,574 in 5,203 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,908
    MILLION
  • Total Number of Accounts
    5,203
    ACCOUNTS
  • Average Account Value
    $366,664
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, VT, WA, WI, WV, WY

Financial Advisors at Unionbanc Investment Services, LLC
Showing 1 - 10 of 180 top financial advisors.
1
Eric P. Abbe
CRD#: 4793512
5855 Topanga Canyon Blvd., Woodland Hills, CA 91367

Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Woodland Hills, CA and has over 18 years of experience in the finance industry.

2
Jeanne M. Abraham
CRD#: 2610909
20 East Carrillo St, Santa Barbara, CA 93101

Jeanne Abraham (CRD# 2610909) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

3
Leonel A. Aceituno
CRD#: 6160948
1175 Rosecrans, San Diego, CA 92106

Leonel Aceituno (CRD# 6160948) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

4
Marina Adamson
CRD#: 4253555
1101 W Washington St., 1st Floor, Tempe, AZ 85288

Marina Adamson (CRD# 4253555) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tempe, AZ and has over 17 years of experience in the finance industry.

5
Ernest A. Alamillo
CRD#: 1451613
200 Pringle Ave, Ste 200, Walnut Creek, CA 94596

Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Walnut Creek, CA and has over 36 years of experience in the finance industry.

6
Anthony Alberico
CRD#: 4243048
16880 Bernardo Center Drive, San Diego, CA 92128

Anthony Alberico (CRD# 4243048) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 22 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.

7
Michael C. Alvarez
CRD#: 5183288
7770 Clairemont Mesa Blvd., San Diego, CA 92111

Michael Alvarez (CRD# 5183288) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 12 years of experience in the finance industry.

8
William J. Angelotti
CRD#: 2953153
1101 W Washington St., 1st Floor, Tempe, AZ 85288

William Angelotti (CRD# 2953153) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tempe, AZ and has over 25 years of experience in the finance industry.

9
Mona Arabshahi
CRD#: 5604176
601 West Route 66, Glendora, CA 91740

Mona Arabshahi (CRD# 5604176) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendora, CA and has over 13 years of experience in the finance industry.

10
Sharon D. Azgour
CRD#: 2703690
110 East 9th Street, Suite C150, Los Angeles, CA 90079

Sharon Azgour (CRD# 2703690) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

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