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
Haldun Arin (CRD# 7290222) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Roseville, CA and has over 3 years of experience in the finance industry.
Alexander Barta (CRD# 7328456) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hartland, WI and has over 3 years of experience in the finance industry.
Richard Brevogel (CRD# 7918825) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has 1 year of experience in the finance industry.
Kirby Brown (CRD# 4974243) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Spokane Valley, WA and has over 4 years of experience in the finance industry.
Stephanie Casas (CRD# 2800634) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in San Antonio, TX and has over 4 years of experience in the finance industry.
Jay Clark (CRD# 6945460) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 5 years of experience in the finance industry.
Deon Cleveland (CRD# 7052505) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 4 years of experience in the finance industry.
Adam Cohler (CRD# 7703678) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Marlton, NJ and has 1 year of experience in the finance industry.
Christopher Crosby (CRD# 4296666) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Ship Bottom, NJ and has over 19 years of experience in the finance industry.
Carlton Dewall (CRD# 7287622) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 3 years of experience in the finance industry.