Raiatea Convery
Raiatea Convery is a registered investment advisor at UBS Financial Services INC., based in Everett, WA, with 2 years of industry experience. Raiatea 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
1604 Hewitt Avenue, Suite 601, Everett, WA, 98201
Get directionsHistory
Regulatory History (1)
Financial
August 2022Other Business Activities
Raiatea is a member of the Board of Directors for Frank Wagner Elementary PTO, an educational establishment. She assists with fundraising, event planning, and coordinating committees, starting in September 2024.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations1 state
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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