Ragan Defreese
Ragan Defreese is a registered investment advisor at UBS Financial Services INC., based in Atlanta, GA, with 38 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
600 Northpark Town Center, 1200 Abernathy Road Suite 1850, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2005Customer Dispute
November 2002Customer Dispute
October 2002Customer Dispute
April 2002Customer Dispute
November 1999Other Business Activities
Ragan oversees the Aaron Holland Henderson Trust, established in March 2023. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.