Invested Better
Unclaimed

Unclaimed

Unclaimed

Lina Bacol Uba

Atlantic Investments A Registered Investment Advisor, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lina? Claim Your Profile

About Lina Bacol Uba

Lina Bacol Uba is an investment advisor representative associated with Atlantic Investments A Registered Investment Advisor, Inc. Lina has been in the industry since December 1989. Lina is registered to provide investment advisory services in California. Lina is also a licensed agent in California. The firm provides financial planning and selection of other advisors to individuals, high net worth individuals, insurance companies, investment companies, charitable organizations, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

Firm Information

Lina Uba is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lina Uba’s Registration & Firm History

CA

10/19/2020 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (PANORAMA CITY CA)

Not sure if Lina Bacol Uba is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lina Bacol Uba.
Not sure if Lina Bacol Uba is right for you?