Benjamin Randall Bostic
Investment adviser representative at UBS Financial Services Inc.
5 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
5 years in the industry.
- UBS Financial Services Inc.Jul 2021 to now
- Northpointe StaffingFeb 2021 to Jun 2021
- Wileybros Aintree Capital LLCAug 2020 to Feb 2021
- Door DashJun 2020 to Oct 2020
- Food of Your MoodJan 2020 to Jun 2020
- Upper Cumberland DecorMay 2019 to Aug 2019
- Beliacino'sJun 2018 to Dec 2019
- Tennessee TechAug 2017 to May 2020
- McdonaldsJun 2017 to Aug 2017
- H & R BlockFeb 2017 to Apr 2017
- Roane State Community CollegeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7283532
- Firm CRD
- 8174