United Planners' Financial Services Of America A Limited Partner
United Planners' Financial Services Of America A Limited Partner (CRD# 20804) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $9,326,336,708 in 43,221 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management9,326MILLION
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Daniel Parks (CRD# 2954714) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Yuma, AZ and has over 26 years of experience in the finance industry.
Rebecca Paterik (CRD# 1172125) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 40 years of experience in the finance industry.
Kari Pel (CRD# 4030886) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cypress, CA and has over 24 years of experience in the finance industry.
Paul Perreault (CRD# 1754832) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 36 years of experience in the finance industry.
Stacey Peterson (CRD# 6586668) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westlake Village, CA and has over 8 years of experience in the finance industry.
Aaron Petty (CRD# 5453203) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fort Worth, TX and has over 12 years of experience in the finance industry.
Marvin Petty (CRD# 2159488) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fort Worth, TX and has over 32 years of experience in the finance industry.
Michael Pomerantz (CRD# 2766295) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 27 years of experience in the finance industry.
Jonathan Popp (CRD# 4970839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chicago, IL and has over 17 years of experience in the finance industry.
Patrick Portman (CRD# 6393123) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 8 years of experience in the finance industry.