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)
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
Michelle Lippincott (CRD# 4762656) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Margaret Little (CRD# 2553393) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Virginia Beach, VA and has over 29 years of experience in the finance industry.
Marshall Lohrenz (CRD# 4178635) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Yuma, AZ and has over 24 years of experience in the finance industry.
Nancy Loveland (CRD# 1071351) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 41 years of experience in the finance industry.
Brian Luce (CRD# 6570164) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Raleigh, NC and has over 8 years of experience in the finance industry.
Heidi Ludeman (CRD# 5016325) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 16 years of experience in the finance industry.
Jonathan Ludeman (CRD# 4907552) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Dennis Lynch (CRD# 1464078) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Matthews, NC and has over 37 years of experience in the finance industry.
John Lynch (CRD# 5123606) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Meredith Lyon (CRD# 6021833) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rockland, ME and has over 8 years of experience in the finance industry.