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).

By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $333,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at United Financial Planning Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Amir Noor
CRD#: 6415824
350 Motor Parkway, Suite 300, Hauppauge, NY 11788

Amir Noor (CRD# 6415824) is an Investment Advisor Representative working at Park Avenue Securities LLC in Princeton, NJ

2
Christine A. Backel
CRD#: 6930894
Whitestone, NY

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.

3
Gerard Barrasso
CRD#: 5655119
350 Motor Parkway, Suite 300, Hauppauge, NY 11788

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.

4
Ryan M. Derousseau
CRD#: 7684477
Huntington Station, NY

Ryan Derousseau (CRD# 7684477) is an Investment Advisor Representative working at United Financial Planning Group LLC in Huntington Station, NY and has 1 year of experience in the finance industry.

5
John J. Ferro
CRD#: 2618264
350 Motor Parkway, Suite 300, Hauppauge, NY 11788

John Ferro (CRD# 2618264) is an Investment Advisor Representative working at United Financial Planning Group LLC in Hauppauge, NY and has over 27 years of experience in the finance industry.

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