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20 Pacifica #1500, Ste 1500, Irvine, CA, 92618, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Luke Schell was my Financial Advisor from 2009-2012 while he was at Merrill Lynch. Luke specifically put his own personal interests over managing my assets. Among these conflicts was a Lincoln Annuity that he strongly suggested I move my 401k to when I did not need this at my age. This “investment” has returned less than the 7-8% he “promised”, consistently over the last 10 years. He never disclosed that this investment would incur 4.55% in annual fees. If anyone would like further details, don’t hesitate to contact me. I’d ... read more
UBS Financial Services Inc. has a 1 star rating with 1 review.
UBS Financial Services Inc. is closed now. It will open at 9:00 a.m.
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