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 41 - 50 of 247 top financial advisors.
41
Michael Chan
CRD#: 5984114
675 Jefferson Ave, Redwood City, CA 94063

Michael Chan (CRD# 5984114) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Redwood City, CA and has over 8 years of experience in the finance industry.

42
Yuji Chao
CRD#: 4340796
15800 S Western Avenue, Gardena, CA 90247

Yuji Chao (CRD# 4340796) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Gardena, CA and has over 18 years of experience in the finance industry.

43
Christina D. Chastine
CRD#: 5489871
1666 San Miguel, Newport Beach, CA 92660

Christina Chastine (CRD# 5489871) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.

44
David A. Chavez
CRD#: 5568917
18300 Von Karman Avenue, Suite 500, Irvine, CA 92612

David Chavez (CRD# 5568917) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 11 years of experience in the finance industry.

45
Ray C. Cherry
CRD#: 1874392
445 S Figueroa Street, Los Angeles, CA 90071

Ray Cherry (CRD# 1874392) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Los Angeles, CA and has over 31 years of experience in the finance industry.

46
Shelly G. Chia
CRD#: 6558799
2300 Huntington Dr, San Marino, CA 91108

Shelly Chia (CRD# 6558799) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Marino, CA and has over 4 years of experience in the finance industry.

47
Kudakwashe V. Chinyanya
CRD#: 6591136
1225 W Washington St., 4th Floor, Tempe, AZ 85281

Kudakwashe Chinyanya (CRD# 6591136) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tempe, AZ and has over 4 years of experience in the finance industry.

48
Seana Chung
CRD#: 4075386
17899 Colima Rd, City Of Industry, CA 91748

Seana Chung (CRD# 4075386) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in City Of Industry, CA and has over 20 years of experience in the finance industry.

49
Miko M. Clark
CRD#: 5593719
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

Miko Clark (CRD# 5593719) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 10 years of experience in the finance industry.

50
Nelson P. Cooney
CRD#: 4370393
350 California St, 18th Floor, San Francisco, CA 94104

Nelson Cooney (CRD# 4370393) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

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