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
Martin Chiu (CRD# 1806333) 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.
Barbara Chown (CRD# 2266737) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Rosa, CA and has over 31 years of experience in the finance industry.
Chris Christensen (CRD# 2735271) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Angleton, TX and has over 13 years of experience in the finance industry.
Lindsey Chrystan (CRD# 4405583) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Roderick Clark (CRD# 1550212) 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.
Stephen Clarke (CRD# 3233899) 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.
Ross Cochrell (CRD# 5492364) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wooster, OH and has over 15 years of experience in the finance industry.
Michael Cohler (CRD# 1128501) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Marlton, NJ and has over 40 years of experience in the finance industry.
Christopher Cosenza (CRD# 2426675) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Atlanta, GA and has over 28 years of experience in the finance industry.
Link Cotham (CRD# 4175688) 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.