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
Julian Busby (CRD# 4270291) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Matthews, NC and has over 22 years of experience in the finance industry.
Alexander Bush (CRD# 5415520) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hopkins, MN and has over 15 years of experience in the finance industry.
Angela Carstens (CRD# 5337043) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eau Claire, WI and has over 16 years of experience in the finance industry.
John Carter (CRD# 2421945) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Newport Beach, CA and has over 30 years of experience in the finance industry.
Daniel Casey (CRD# 3244019) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westlake Village, CA and has over 24 years of experience in the finance industry.
Marian Cassidy (CRD# 4360528) 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.
George Caylor (CRD# 810069) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 36 years of experience in the finance industry.
David Chalmers (CRD# 2943921) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Nancy Chapin (CRD# 5988082) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 11 years of experience in the finance industry.
Elizabeth Charron (CRD# 4170154) 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.