United Financial Planning Group LLC
United Financial Planning Group LLC (CRD# 149843) is a financial advisory firm headquartered in Hauppauge, NY. They manage $244,355,449 in 732 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management244MILLION
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Total Number of Accounts732ACCOUNTS
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Average Account Value$333,819
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, NY, TX
Amir Noor (CRD# 6415824) is an Investment Advisor Representative working at Park Avenue Securities LLC in Princeton, NJ
Christine Backel (CRD# 6930894) is an Investment Advisor Representative working at United Financial Planning Group LLC in Whitestone, NY and has 1 year of experience in the finance industry.
Gerard Barrasso (CRD# 5655119) is an Investment Advisor Representative working at United Financial Planning Group LLC in Hauppauge, NY and has 1 year of experience in the finance industry.
Ryan Derousseau (CRD# 7684477) is an Investment Advisor Representative working at United Financial Planning Group LLC in Hauppauge, NY and has 1 year of experience in the finance industry.
John Ferro (CRD# 2618264) is an Investment Advisor Representative working at United Financial Planning Group LLC in Hauppauge, NY and has over 28 years of experience in the finance industry.