Nyssa Lynn Milburn

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

• 05/2022 → Present
  Ubs
  Fort Worth, TX
• 02/2022 → 05/2022
  The Walker Agency
  Houston, TX
• 06/2019 → 01/2022
  The Center For Transforming Lives
  Fort Worth, TX
• 05/2017 → 06/2019
  Sedona Productions
  Fort Worth, TX
• 01/2017 → 03/2017
  Follet
  Fort Worth, TX
• 04/2008 → 12/2016
  Stay-At-Home Parent
  Fort Worth, TX

Other Businesses

-McTeggart Irish Dancers of North Texas -Not Investment-related -Address: 145 W Harwood Rd. Hurst, Tx 76054 -Local nonprofit dance studio -Irish Dance Coach -Independent contractor -Started dancing with McTeggart in October 1998; Started coaching classes August 2009 -Approximately 30-40 hours per month -0 hours during trading hours (all teaching is done on nights/weekends) -I coach dancers, lead dance classes, and assist with competition preparation

Exams

• S66 Uniform Combined State Law Examination
  2023-06-28

Other Names

• Nyssa Lynn May