CB
CFA
CB
CFA

Corbin Best

11 Years of Experience
Dallas, TX
Broker

Corbin Best is a CFA-designated registered investment advisor at UBS Financial Services INC., based in Dallas, TX, with 11 years of industry experience. Corbin 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

100 Crescent Court, Suite 400, Dallas, TX, 75201

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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.
October 2021 - Present · 5 yrs
UBS Financial Services INC.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2015 - June 2021 · 5 yrs 10 mos
State Registrations18 states
AKCACOCTDCDEFLILMAMINJNVNYPASDTNTXVirgin Islands
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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