Brian Patrick Dean

United Brokerage Services INC

24 Years of Experience

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Firm Information

United Brokerage Services INC

Compensation

Fee-Only (AUM)

Number of Advisors

48 advisors

Number of Clients

1,904 clients

Average Client Portfolio

$204K average

Assets Under Management

$389.1M

Fee Structure

The fees charged by UBS are established in a client’s written agreement with UBS. UBS will generally bill its fees in advance on a quarterly basis. The standard fee schedule varies for each wrap fee program offered. All fees are subject to negotiation.

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Areas of Practice

Investment Management

Advisor Information

Office location

990 Elmer Prince Drive, Morgantown, WV, 26505

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2016

Denied

Customer Dispute

June 2007

Denied

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Other Business Activities

Brian is a board member of the Bo Pare Foundation, a non-securities related activity, since 2021. He dedicates minimal time to making group decisions on allocating donated funds to park projects.