BD
CFP
BD
CFP

Brittany Dipace

12 Years of Experience
Henderson, NV
Broker

Brittany Dipace is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Henderson, NV, with 12 years of industry experience. Brittany 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B

Fee Structure

Investment management only (planning not offered)
  • 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.
One-Time Plan:$500 - $50,000
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Location

2475 Village View Drive, Henderson, NV, 89074

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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.
July 2014 - Present · 12 yrs 3 mos
UBS Financial Services INC.
July 2014 - Present · 12 yrs 3 mos
UBS Financial Services INC.Broker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2014 - May 2014 · 4 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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