Greg Hotchkiss
Greg Hotchkiss is a registered investment advisor at UBS Financial Services INC., based in Spokane, WA, with 37 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
601 W. Riverside Avenue, Spokane, WA, 99201
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2018Customer Dispute
December 2008Other Business Activities
Greg owns rental property and is the president of Cameron & Co. He also participates in a road maintenance association, dedicating minimal time to each activity.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
U.S. Financial Securities, INC.Broker
State Registrations32 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.
Exams
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