Milford Townsend Quinn

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  Ubs Financial Services Inc.
  Wilmington, NC

Previous Registrations

• 2004-04-16 → 2006-06-05
  Bb&T Investment Services, Inc.
  Charlotte, NC

Other Businesses

1) HARNETT HEALTH SYSTEM; 800 Tilghman Dr, Dunn, NC 28334; Hospital; Advisor or advisory group member if advice given may influence an officer/board; I would serve on the finance committee reviewing budgets for the hospital; 6/20/2019; Business hours per month: Yes /// 2) Name of Business: Harnett County Economic Development/ Address: 200 Alexander DrLillington,NC/ Nature of Business: Governmental Entity/fund raising for economic development/Position: advisory board member/ Duties: meet to discuss how to bring business into Harnett County/Start Date: 2/15/2023. /// 3) Flying High LLC; Angier, North Carolina; LLC; Real Estate; Owns rental property; Partner; property management. ie - finding yard, plumber etc when needed.; Start date: 8/23/2023 4) M.P. Trust, I am a co trustee of the trust for my mother as well as the contingent beneficiary. manage assets of the trust at UBS, start date-12/30/2005, Lillington NCUnited States-27546. 5) M.C.Q. Family Trust, co trustee with my step mom, help my step mom with the assets of the trust, start date-7/29/2016, LillingtonUnited States

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-25
• S65 Uniform Investment Adviser Law Examination
  2003-09-03