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Kelly Mae Barrows

Investment adviser representative at UBS Financial Services Inc.
10 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

10 years in the industry.

  1. UBS Financial Services Inc.Sep 2023 to now
  2. Barrows Investment PropertiesJun 2023 to Sep 2023
  3. Great American EclipseJun 2023 to Sep 2023
  4. UnemployedMay 2023 to Jun 2023
  5. Liberty TaxNov 2022 to Apr 2023
  6. Fort Rucker Thrift ShopAug 2022 to May 2023
  7. UnemployedApr 2022 to Aug 2022
  8. Kirtland Air Force Base Outdoor RecreationMay 2020 to Apr 2022
  9. UnemployedFeb 2020 to May 2020
  10. Irwin Backcountry GuidesMay 2019 to Feb 2020
  11. Three Rivers ResortMay 2018 to Aug 2018
  12. UnemployedAug 2017 to May 2018
  13. 3 Rivers ResortMay 2017 to Aug 2017
  14. Western Colorado UniversityJan 2017 to Dec 2019
  15. UnemployedMay 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NM).

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
7805867
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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