Bernard Ownby is a registered investment advisor at UBS Financial Services INC., based in Nashville, TN, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
Nashville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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The provided text does not contain any information about Bernard's outside business activities or insurance sales. Therefore, a summary cannot be generated and it cannot be determined if he sells insurance.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Scottrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Suntrust Securities, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Pfic Securities CorporationBroker
Charles Schwab & CO., INC.Broker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Ameristar Capital Markets, INC.Broker
Trustmark Investments, INC.Broker
State Registrations7 states
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