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
Sheila Cuffari-Agasi (CRD# 2401020) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Jay Cutrera (CRD# 4608525) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 21 years of experience in the finance industry.
Albert Dagosto (CRD# 1196367) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
Kevin Daniels (CRD# 4179388) 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.
Zachary Daniels (CRD# 5525754) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wallingford, CT and has over 8 years of experience in the finance industry.
Michael Davies (CRD# 6383511) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Raleigh, NC and has over 9 years of experience in the finance industry.
Kenneth Davis (CRD# 808938) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Matthews, NC and has over 41 years of experience in the finance industry.
Serena Davis (CRD# 4336839) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sonora, CA and has over 22 years of experience in the finance industry.
Matthew De Heras (CRD# 5594618) 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.
Brittney Deese (CRD# 6209536) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 9 years of experience in the finance industry.