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Lovella Mckim

23 Years of Experience
Phoenix, AZ
Broker

Lovella Mckim is a registered investment advisor at UBS Financial Services INC., based in Phoenix, AZ, with 23 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

2575 East Camelback Road, Suite 900, Phoenix, AZ, 85016

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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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Employment History
Current Registrations
UBS Financial Services INC.
May 2020 - Present · 6 yrs
UBS Financial Services INC.
May 2020 - Present · 6 yrs
UBS Financial Services INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Morgan Stanley
August 2009 - May 2020 · 10 yrs 9 mos
Morgan StanleyBroker
August 2009 - May 2020 · 10 yrs 9 mos
J.p.morgan Securities INC.
October 2008 - September 2009 · 11 mos
J.P. Morgan Securities INC.Broker
October 2008 - September 2009 · 11 mos
J. P. Morgan Securities INC.
April 2008 - October 2008 · 6 mos
J.P. Morgan Securities INC.Broker
April 2008 - October 2008 · 6 mos
UBS Financial Services INC.Broker
June 2007 - March 2008 · 9 mos
UBS Financial Services INC.
June 2007 - March 2008 · 9 mos
J. P. Morgan Securities INC.
September 2006 - May 2007 · 8 mos
J.P. Morgan Securities INC.Broker
July 2006 - May 2007 · 10 mos
Jpmorgan Securities INC
September 2005 - September 2006 · 1 yr
Banc One Securities CorporationBroker
September 2002 - July 2006 · 3 yrs 10 mos
State Registrations2 states
AZTX
AdvisorBroker

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
No exam information available for this advisor.
Lovella Mckim - Financial Advisor | TrueAdvisor