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 31 - 40 of 247 top financial advisors.
31
Tyler B. Brasfield
CRD#: 5943278
350 California St, 18th Floor, San Francisco, CA 94104

Tyler Brasfield (CRD# 5943278) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

32
Jennifer N. Broemeling
CRD#: 5967227
9460 Wilshire Blvd., 8th Floor, Beverly Hills, CA 90212

Jennifer Broemeling (CRD# 5967227) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Beverly Hills, CA and has over 7 years of experience in the finance industry.

33
Daniel C. Caneva
CRD#: 1686099
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

Daniel Caneva (CRD# 1686099) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 30 years of experience in the finance industry.

34
John A. Carruthers
CRD#: 5889774
21111 Hwy 99, Lynnwood, WA 98036

John Carruthers (CRD# 5889774) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Lynnwood, WA and has over 9 years of experience in the finance industry.

35
Nina Castellanes
CRD#: 6745965
17899 Colima Rd, City Of Industry, CA 91748

Nina Castellanes (CRD# 6745965) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in City Of Industry, CA and has over 2 years of experience in the finance industry.

36
Keliikai S. Castillo
CRD#: 4858601
1200 5th Ave, Seattle, WA 98101

Keliikai Castillo (CRD# 4858601) 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.

37
Paul J. Castro
CRD#: 5751663
3625 Vine St., Riverside, CA 92507

Paul Castro (CRD# 5751663) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Riverside, CA and has over 10 years of experience in the finance industry.

38
Louis J. Chabrier
CRD#: 5631365
695 Front Street, Soledad, CA 93960

Louis Chabrier (CRD# 5631365) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Soledad, CA and has over 10 years of experience in the finance industry.

39
Robert V. Chamberlin
CRD#: 2615358
18300 Von Karman Avenue, Suite 500, Irvine, CA 92612

Robert Chamberlin (CRD# 2615358) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 24 years of experience in the finance industry.

40
Johni N. Chan
CRD#: 6420863
3290 Stevens Creek Blvd., San Jose, CA 95117

Johni Chan (CRD# 6420863) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Jose, CA and has over 4 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 8 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.