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
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.