CB
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
2004 West Webster Road, Summersville, WV, 26651
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Corey is a board of trustees member for the WV Bankers Association, helping with yearly planning and operation of the WV School of Banking. This volunteer position requires minimal time and is not securities related.
Employment History
Current Registrations
United Brokerage Services INC
October 2016 - Present · 9 yrs 3 mos
United Brokerage Services, INC Broker
August 2007 - Present · 18 yrs 5 mos
Previous Registrations
Chase Investment Services CORP.Broker
April 2006 - July 2007 · 1 yr 3 mos
State Registrations5 states
FLOHSCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.