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
David Fortney (CRD# 4310070) 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.
James Franco (CRD# 1385945) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 38 years of experience in the finance industry.
Matt Franklin (CRD# 1987863) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 34 years of experience in the finance industry.
William Fredrickson (CRD# 2998162) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Albuquerque, NM and has over 26 years of experience in the finance industry.
Daniel Friedlander (CRD# 2543891) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Melbourne, FL and has over 29 years of experience in the finance industry.
Jeffry Fruchtenicht (CRD# 2111746) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 33 years of experience in the finance industry.
Ryan Garrison (CRD# 6052048) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 11 years of experience in the finance industry.
Niles Geary (CRD# 1906563) 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.
Ramin Ghaffari (CRD# 2054653) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Plano, TX and has over 33 years of experience in the finance industry.
Scott Gidley (CRD# 1816532) 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.