Sledge KillionCRD Number: 269405
Current Firm: United Planners' Financial Services Of America A Limited Partner
Sledge Killion (CRD# 269405) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dallas, TX and has over 37 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|United Planners Financial Services||Scottsdale, AZ||Nov 2016 - Current||5|
|Signator Investors, Inc.||Dallas, TX||May 2016 - Current||6|
|Educators Resource Group||Dallas, TX||Jul 1998 - Current||23|
|Transamerica Financial Advisors, Inc.||Dallas, TX||Apr 1998 - Nov 2016||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management7,858MILLIONS
Total Number of Accounts37,064ACCOUNTS
Average Account Value$212,014
- 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
- 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
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