William Ryan Connor

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

• 05/2018 → 08/2018
  Dogwood Southern Table
  Charlotte, NC
• 08/2015 → 05/2019
  Campbell University
  Buies Creek, NC
• 07/2019 → Present
  Ubs
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-10-10