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
Charles Puccio (CRD# 4334931) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Coralville, IA and has over 23 years of experience in the finance industry.
Christopher Quincy (CRD# 6378843) 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.
Nicole Redus (CRD# 3254135) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cincinnati, OH and has over 16 years of experience in the finance industry.
John Rhoads (CRD# 2176003) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 32 years of experience in the finance industry.
David Rhodes (CRD# 1916734) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Mount Juliet, TN and has over 28 years of experience in the finance industry.
William Riquier (CRD# 5886432) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 12 years of experience in the finance industry.
Antonio Ristaino (CRD# 1095283) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 38 years of experience in the finance industry.
Chris Roberts (CRD# 2623470) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Oviedo, FL and has over 28 years of experience in the finance industry.
Patrick Robison (CRD# 1755714) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 31 years of experience in the finance industry.
John Roessig (CRD# 1501738) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Greeley, CO and has over 37 years of experience in the finance industry.