Owen Harrison Tabor
Investment adviser representative at UBS Financial Services Inc.
16 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- UBS Financial Services Inc.Mar 2026 to now
- Wells Fargo Clearing ServicesFeb 2024 to Feb 2026
- US Tech SolutionsOct 2023 to Jul 2025
- DarktraceAug 2022 to Oct 2023
- Prudential Insurance Company of AmericaMay 2021 to Aug 2022
- Raymond James FinancialMay 2020 to Aug 2020
- First HorizonMay 2018 to Aug 2018
- Clemson UniversityAug 2017 to May 2021
- OrthosouthMay 2014 to May 2017
- Memphis University SchoolAug 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7245350
- Firm CRD
- 8174