Barton Wade Talkington

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

• 11/2008 → Present
  Ubs Financial Services Inc
  Plano, TX

Previous Registrations

• 1999-11-02 → 2008-12-05
  Citigroup Global Markets Inc.
  Southlake, TX
  Southlake, TX

Other Businesses

CORAM DEO ACADEMY / PRIVATE CHRISTIAN SCHOOL / 4900 WICHITA TRAIL FLOWER MOUND, TX 75022 / JUNIOR HIGH FOOTBALL COACH / START DATE 08/11/2012 - 11/08/2012 / 50 HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-04
• S63 Uniform Securities Agent State Law Examination
  1994-09-21

Other Names

• Barton Talkington