Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
27yrs
Based in Irvine, California, James Dahl is a fiduciary financial advisor with 27 years of industry experience. James has been with UBS Financial Services since 2000. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 22% by experience in Irvine
Office200 Spectrum Center Drive Suite 1800, Irvine, CA 92618
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2000 – nowUBS Financial Services Inc.Current firm
Contact James
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for James. 200 Spectrum Center Drive Suite 1800Irvine, CA 92618Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call UBS Financial Services at (201) 352-3000 and ask for James Dahl. James works from the Irvine, CA office.
How long has James been a financial advisor?
James has been in the industry since 2000, about 27 years. Top 22% by experience in Irvine.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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