United Brokerage Services Inc.

United Brokerage Services Inc. (CRD# 39062) is a financial advisory firm headquartered in Parkersburg, WV. They manage $249,745,693 in 790 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
514 Market Street, Parkersburg, WV 26101
http://www.united-brokerage.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $316,134
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
The map below shows states where this firm has explicit registration only.

AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at United Brokerage Services Inc.
Showing 41 - 41 of 41 top financial advisors.
41
Kyle Roberts, financial advisor Glen Allen VA
Kyle E. Roberts
CRD#: 7503693
9951 Brook Rd, Glen Allen, VA 23060

Kyle Roberts (CRD# 7503693) is an Investment Advisor Representative working at United Brokerage Services Inc. in Glen Allen, VA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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