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Melanie Eubanks

Ubs Financial Services Inc.

Plano, TX

Teague, TX

CRD 2425955

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-07-15
  • TX RA
    APPROVED
    Since 2011-07-15

Branch Locations

7250 Dallas Parkway Suite120, Plano, TX 75024 • United States

Teague, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Service Plano TX 07/2011 Present
  • 07/2011 → Present
    Ubs Financial Service
    Plano, TX
Previous Registrations
Other Businesses

1) PECAN VALLEY RANCH INC. / 407 CR 961 TEAGUE TX 75860 / COMPANY / AGRICULTURE & LIVESTOCK / RANCHING / MEMBER OF BOARD OF DIRECTORS / CARE FOR CATTLE, FENCING, GRASS MAINTENANCE, ETC. / START DATE 05/13/1957. 2)PURPLE BALLOON FOUNDATION / P.O. BOX 261523 PLANO,TX 75026 / / MEMBER OF BOARD OF DIRECTORS / / OVERSEE OPERATIONS AND FUNDRAISING / START DATE 1/1/2002 3)Beene & Eubanks Cattle LLC, Beene & Eubanks Royalty LP / 404 FM 80 South, Teague, TX 75860 / United States / none / No / Company / Agriculture & Livestock / pay the bills / Pay the bills as my husband's 85 year old aunt who is a partner in the business is no longer capable of paying the bills / Start Date 3/1/2018 / No / No 4) Byron Turner/ investment related?;yes / P.O. Box 329, Teague/Freestone, Texas, 75860, US/ POA/ Pay father's bills/ start date: 6/21/2021

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-01
S63 Uniform Securities Agent State Law Examination 1994-01-19
  • S65 Uniform Investment Adviser Law Examination
    1994-02-01
  • S63 Uniform Securities Agent State Law Examination
    1994-01-19
Other Names
  • Melanie Turner
  • Melanie Ann Turner

View on SEC IAPD

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