UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
13yrs
Phebe Etchu
Financial advisor at UBS Financial Services
Based in Dallas, Texas, Phebe Etchu is a fiduciary financial advisor with 13 years of industry experience. Phebe joined UBS Financial Services in 2023, after a year at Charles Schwab & CO. and two years at Personal Capital Advisors. 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Texas
Office100 Crescent Court Suite 600, Dallas, TX 75201
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 ?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.
Career
- 2023 – nowUBS Financial Services Inc.Current firm
- May 2022 – Jan 2023Charles Schwab & CO., Inc.Previously
- Aug 2020 – Apr 2022Personal Capital Advisors CorporationPreviously
- 2016 – 2020Schwab Wealth Advisory, Inc.Previously
Contact Phebe
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Phebe. 100 Crescent Court Suite 600Dallas, TX 75201Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Phebe
Tailored to Phebe’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Phebe
How do I contact Phebe?
Call UBS Financial Services at (201) 352-3000 and ask for Phebe Etchu. Phebe works from the Dallas, TX office.
How long has Phebe been a financial advisor?
Phebe has been in the industry since 2013, about 13 years. More experience than 50% of advisors in Texas.
What licenses does Phebe hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Phebe a fiduciary?
Phebe is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Phebe 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 Phebe 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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