Unionbanc Investment Services, LLC

Unionbanc Investment Services, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,291,432,245 in 4,665 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,291
    MILLION
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $276,834
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 21 - 30 of 247 top financial advisors.
21
Steven C. Baumhoff
CRD#: 1416203
350 California St, 18th Floor, San Francisco, CA 94104

Steven Baumhoff (CRD# 1416203) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

22
Thomas F. Bennett
CRD#: 4201609
3223 Crow Canyon Road, San Ramon, CA 94583

Thomas Bennett (CRD# 4201609) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Ramon, CA and has over 19 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.

23
Cory K. Bente
CRD#: 6319129
2831 Colby Avenue, Everett, WA 98201

Cory Bente (CRD# 6319129) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Everett, WA and has over 5 years of experience in the finance industry.

24
Stuart D. Bernstein
CRD#: 4893441
500 South Main Street, Orange, CA 92868

Stuart Bernstein (CRD# 4893441) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Orange, CA and has over 14 years of experience in the finance industry.

25
Adejanira F. Bishop
CRD#: 5196148
530 B Street, Suite 2400, San Diego, CA 92101

Adejanira Bishop (CRD# 5196148) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 13 years of experience in the finance industry.

26
Richard W. Blacharski
CRD#: 5274067
1200 5th Ave, Seattle, WA 98101

Richard Blacharski (CRD# 5274067) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Seattle, WA and has over 8 years of experience in the finance industry.

27
Peter B. Bogardus
CRD#: 5970845
350 California St, 18th Floor, San Francisco, CA 94104

Peter Bogardus (CRD# 5970845) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

28
Brooke K. Bordner
CRD#: 5121440
6666 North Cedar Ave, Fresno, CA 93710

Brooke Bordner (CRD# 5121440) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Fresno, CA and has over 13 years of experience in the finance industry.

29
Matthew D. Bowen
CRD#: 5590170
1101 Montana Avenue, Santa Monica, CA 90403

Matthew Bowen (CRD# 5590170) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Santa Monica, CA and has over 11 years of experience in the finance industry.

30
Joshua B. Bradford
CRD#: 4858618
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

Joshua Bradford (CRD# 4858618) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 15 years of experience in the finance industry.

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