Samantha Lynn Lagasse

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

• 06/2022 → Present
  Ubs Financial Services
  Tampa, FL
• 01/2022 → 05/2022
  Paychex
  Lakeland, FL
• 02/2022 → 06/2022
  Berkshire Hathaway Home Services
  Lakeland, FL
• 04/2020 → 12/2021
  Lakeland Regional Health
  Lakeland, FL
• 07/2020 → 12/2021
  University Of South Florida
  Tampa, FL
• 06/2017 → 08/2020
  Publix
  Lakeland, FL
• 06/2018 → 08/2018
  Pdq
  Lakeland, FL
• 01/2013 → 06/2017
  Unemployed
  Lakeland, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-05-10