Chris Billingsley
Chris Billingsley is a registered investment advisor at UBS Financial Services INC., based in Bellevue, WA, with 28 years of industry experience. Chris 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
225 108th Avenue NE, Suite 800, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2020Customer Dispute
April 2013Customer Dispute
October 2004Customer Dispute
March 2003Other Business Activities
Chris is a board member and volunteer for Snoqualmie Valley Little League, dedicating minimal time to coaching and general operations. Chris also owns Tillman Creek House LLC, a real estate rental company, since 2022.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 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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