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
Carlyle Sherrill (CRD# 7692269) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has 1 year of experience in the finance industry.
James Shock (CRD# 2729142) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Shenandoah, TX and has over 28 years of experience in the finance industry.
Laura Sydenstricker (CRD# 6898926) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Mount Juliet, TN and has over 5 years of experience in the finance industry.
Dayna Tonseth (CRD# 1822912) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
Joseph Trewin (CRD# 5562905) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Aaron Vettraino (CRD# 6214454) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 10 years of experience in the finance industry.
David Walker (CRD# 4915184) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Devin Wendel (CRD# 7121526) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westfield, NJ and has 1 year of experience in the finance industry.
Kenneth Wilbanks (CRD# 6660303) 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.
Jacob Williams (CRD# 7158876) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dublin, OH and has over 4 years of experience in the finance industry.