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Tina Arpaia-Mccann

27 Years of Experience
Gainsville, FL
Broker

Tina Arpaia-Mccann is a registered investment advisor at UBS Financial Services INC., based in Gainsville, FL, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

4313 NW 8th Avenue, Suite 10, Gainsville, FL, 32605-4777

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tina is a distributor for NewULife, purchasing homeopathic HGH products at a discount for personal use since 2018. This activity takes about a quarter of her time.

Employment History
Current Registrations
UBS Financial Services INC.
September 2015 - Present · 11 yrs
UBS Financial Services INC.
August 2015 - Present · 11 yrs 1 mo
UBS Financial Services INC.Broker
August 2015 - Present · 11 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - August 2015 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - August 2015 · 12 yrs 10 mos
Wachovia Securities, INC.
October 2000 - July 2002 · 1 yr 9 mos
Wachovia Securities, INC.Broker
October 2000 - July 2002 · 1 yr 9 mos
First Union Brokerage Services, INC.Broker
February 1999 - October 2000 · 1 yr 8 mos
First Union Brokerage Services, INC.Broker
September 1998 - January 1999 · 4 mos
State Registrations29 states
ARAZCACTDCFLGAILINMAMDMEMIMNMONCNHNJNVNYOHOKPARISCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.