John Aderholdt
John Aderholdt is a registered investment advisor at UBS Financial Services INC., based in Greensboro, NC, with 37 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
Signature Place at Gre, 3200 Northline Avenue, Ste 100, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
John is the treasurer for Crop Walk Greensboro Urban Ministry, dedicating minimal time to maintaining donation records for a food relief campaign. He is also a board member for Communities in Schools of Greater Greensboro, a non-profit organization supporting local public schools, and occasionally mentors and tutors students.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Salomon Smith Barney INC.Broker
Southtrust Securities, INC.Broker
Suntrust Capital Markets, INC.Broker
Suntrust Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Alex. Brown & Sons IncorporatedBroker
The Robinson-Humphrey Company INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.