William Francis Mclaughlin Jr.

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

• 02/2011 → Present
  Ubs Financial Services Inc
  Philadelphia, PA

Other Businesses

1) U.S. Court Tennis Preservation Foundation / 8862 Towanda Street Phila,PA 19118 / Foundation/ Sport & Leisure Facilities / Player development and court restoration / Officer / / Board Chairman / Start Date 6/2/14 /// 2) Andalusia Foundation / 1237 State Road Adndalusia,PA 19020 / Foundation/ Charities, Cultural, Educational & Political Organisations / House Museum / Member of Board of Directors / / attend board meetings / Start Date 12/4/2006 /

Exams

• S66 Uniform Combined State Law Examination
  2007-12-12
• S63 Uniform Securities Agent State Law Examination
  1986-01-09

Other Names

• (Jr) William Francis Mclaughlin
• William Francis Mclaughlin
• William Francis Mclaughlin
• William Francis Mclaughlin