Melanie Eubanks
Melanie Eubanks is a registered investment advisor at UBS Financial Services INC., based in Plano, TX, with 32 years of industry experience. Melanie 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
7250 DALLAS PARKWAY Suite120, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Melanie is a board member for Pecan Valley Ranch Inc. involved in agriculture and livestock ranching since 1957, and for Purple Balloon Foundation overseeing operations and fundraising since 2002. She also pays bills for Beene & Eubanks Cattle LLC and Royalty LP, and for her father as his POA.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations45 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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