Nyssa Lynn Milburn
Investment adviser representative at UBS Financial Services Inc.
18 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
18 years in the industry.
- UBS Financial Services Inc.Jun 2023 to now
- UBSMay 2022 to now
- The Walker AgencyFeb 2022 to May 2022
- The Center for Transforming LivesJun 2019 to Jan 2022
- Sedona ProductionsMay 2017 to Jun 2019
- FolletJan 2017 to Mar 2017
- Stay-at-home ParentApr 2008 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7542917
- Firm CRD
- 8174