SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fee types billed by Ubs Financial Services Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars.įinancial management fee schedules typically are based on the services. Of its 1,073,865 client accounts, 66% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides financial advisory services to 5,584 charitable organizations.

It administers $692 billion in assets under management across its 1,073,865 accounts, placing it among the biggest investment advisory firms in the country by assets under management.

The company has offices in 369 locations and a total of 12,710 advisors. Ubs Financial Services Inc is an advisory company that has its headquarters in Houston, Texas. Lamotta holds a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Texas. They have been with Ubs Financial Services Inc for all of their career. Lamotta is on the advisory team at Ubs Financial Services Inc. James Lamotta is a financial advisor based in Houston, Texas, who has been in the financial industry for 13 years.

James lamotta