Amanda Evans L Field

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

• 08/2015 → Present
  Ubs Financial Services Inc.
  Houston, TX

Previous Registrations

• 2014-12-15 → 2015-08-03
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Houston, TX

Other Businesses

1) Name of Business: Women's Finance Exchange Houston/ Address: 2603 Timmons Ln, Houston, Texas, United States 77027/ Investment Related: No./ Nature: Create and develop a network for professional women in the finance industry. Generate referral partnerships through networking. Give back to our community by promoting and enhancing the welfare of all women./ Role: Member of Board of directors. / Duty: Secretary, takes notes of monthly meetings./ Start Date: 1/2/2023./ Hours Devoted: Yes./ Time Required: N/A.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-15

Other Names

• Amanda L Evans