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
Mark Hudec (CRD# 1583095) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Schulenburg, TX and has over 37 years of experience in the finance industry.
Steven Hyers (CRD# 3268870) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Cora Ingrim (CRD# 2347884) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chevy Chase, MD and has over 30 years of experience in the finance industry.
Richard Jacobson (CRD# 4621881) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 20 years of experience in the finance industry.
George Jankiewicz (CRD# 2546183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hunt Valley, MD and has over 29 years of experience in the finance industry.
Ralph Johnston (CRD# 3157512) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Mansfield Center, CT and has over 25 years of experience in the finance industry.
Robert Jones (CRD# 1874570) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 35 years of experience in the finance industry.
Theodore Jones (CRD# 1549503) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 37 years of experience in the finance industry.
David Jung (CRD# 1655752) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Mark Justice (CRD# 1304127) 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.