Larry Dean Callender

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

• 07/2001 → Present
  Ubs Financial Services Inc.
  Houston, TX

Other Businesses

Rise School of Houston / 5618 H. Mark Crosswell Jr., St., Houston,TX 77021 / Educational Establishment/ Education / The Rise School of Houston provides the highest quality of early education services to children ages six months to six years with and without disabilities in an inclusive environment. Rise delivers comprehensive education, intervention and therapy to our students during their formative years. / Advisor or advisory group member if advice given may influence an officer/board / Chair of the golf tournament / Start Date 1/1/2010 / Terpsichore Dance Club, Social Club, Advisor or advisory group member if advice given may influence an officer/board, President, start date-1/1/2024, Houston TXUnited States-77057.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-02-08

Other Names

• Larry D. Callender