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
Charles Wright (CRD# 2946420) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Spring, TX and has over 26 years of experience in the finance industry.
Craig Wright (CRD# 2873252) 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.
Charles Yannich (CRD# 4181752) 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.
Allen Yee (CRD# 1934271) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in South Pasadena, CA and has over 32 years of experience in the finance industry.
Brandon Yee (CRD# 6641712) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in South Pasadena, CA and has over 5 years of experience in the finance industry.
Joseph Zachary (CRD# 4348665) 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.
Jeffrey Zarling (CRD# 5343730) 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.
Jon Zoet (CRD# 1237714) 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.
Michael Zurek (CRD# 6422380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, MI and has over 5 years of experience in the finance industry.
Isabel Arbaiza (CRD# 7470273) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, OH and has over 2 years of experience in the finance industry.