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
Phillip Duncan (CRD# 4103221) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 24 years of experience in the finance industry.
Joel Everett (CRD# 6994217) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Walnut Creek, CA and has over 4 years of experience in the finance industry.
Alexandria Franco (CRD# 6829268) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Nicholas Halchak (CRD# 6981915) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 2 years of experience in the finance industry.
Carolyn Insley (CRD# 2232190) 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.
Remy Jacobson (CRD# 7242551) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Napa, CA and has over 3 years of experience in the finance industry.
Carol Joyce (CRD# 2024956) 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.
Tyler Keegan (CRD# 6885111) 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.
Seth Lippincott (CRD# 7400609) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 2 years of experience in the finance industry.
Thomas Militello (CRD# 5688771) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 14 years of experience in the finance industry.