UBS Financial Services
47yrs
Top advisor by experience in Birmingham
18yrs
Ashley E. E Lynch
Financial advisor at UBS Financial Services
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office325 North OLD Woodward Ave Suite 200, Birmingham, MI 48009
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
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.
Uniform Combined State Law Examination
Career
- 2012 – nowUBS Financial Services Inc.Current firm
- 2008 – 2012Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Ashley E.
Tailored to Ashley E.’s registration and firm.
- 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 Ashley E.
How do I contact Ashley E.?
Call UBS Financial Services at 201-352-3000 and ask for Ashley E. E Lynch. Ashley E. works from the Birmingham, MI office.
How long has Ashley E. been a financial advisor?
Ashley E. has been in the industry since 2008, about 18 years. More experience than 57% of advisors nationwide.
What licenses does Ashley E. hold?
Series 66. Tap any license on this page to see what it allows.
Is Ashley E. a fiduciary?
Ashley E. is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashley E. 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 Ashley E. for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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