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).
-
Total Assets Under Management9,326MILLION
-
Total Number of Accounts43,221ACCOUNTS
-
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
Brandon Rogers (CRD# 5186929) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 17 years of experience in the finance industry.
Dennis Rogers (CRD# 2267193) 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 Rogers (CRD# 2083709) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Cameron Rose (CRD# 6645161) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westminster, CA and has over 7 years of experience in the finance industry.
Michael Ruggieri (CRD# 2652152) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Iris Sagrado (CRD# 5093904) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chicago, IL and has over 18 years of experience in the finance industry.
William Schindler (CRD# 2297384) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Trappe, PA and has over 31 years of experience in the finance industry.
Kevin Schlarman (CRD# 6821954) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 6 years of experience in the finance industry.
Keith Schuster (CRD# 5185581) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Vorhees, NJ and has over 13 years of experience in the finance industry.
Gretchin Scott (CRD# 4751791) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Norman, OK and has over 18 years of experience in the finance industry.