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United Planners' Financial Services Of America A Limited Partner financial advisors in Glendale, AZ
Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in Glendale, A to Z.
The short answer
3 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Glendale, out of 322 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
United Planners' Financial Services Of America A Limited Partner advisors in Glendale, A to Z
Every United Planners' Financial Services Of America A Limited Partner advisor →- Jacqueline L. FlindallCertified Financial Planner · Also a broker rep
- Tiffany E. LumCertified Financial Planner · Also a broker rep
- Marli A. SmytheAlso a broker rep
United Planners' Financial Services Of America A Limited Partner advisors in every city and state →United Planners' Financial Services Of America A Limited Partner: assets, clients and custodians →Advisor Moves: who changed firms this week →
United Planners' Financial Services Of America A Limited Partner advisors in other cities
Scottsdale, AZ 158Independence, IA 6Phoenix, AZ 6Fort Wayne, IN 5St. Louis Park, MN 5Virginia Beach, VA 5Rochester, MN 4Voorhees, NJ 4Cherry Hill, NJ 3Hartland, WI 3Medford, OR 3Minneapolis, MN 3Albuquerque, NM 2Bellingham, WA 2Carrollton, GA 2
Other firms in Glendale
All Glendale advisors →Ameriprise Financial Services, LLC 10LPL Financial LLC 10Edward Jones 8Raymond James Financial Services Advisors, Inc. 6State Farm Investment Management Corp. 6Strategic Advisers LLC 6Osaic Wealth, Inc. 5Thrivent Investment Management Inc. 4Cambridge Investment Research Advisors, Inc. 3J.P. Morgan Securities LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does United Planners' Financial Services Of America A Limited Partner have in Glendale?
3 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Glendale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 322 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is United Planners' Financial Services Of America A Limited Partner one of the largest advisor employers in Glendale?
United Planners' Financial Services Of America A Limited Partner ranks number 12 in Glendale by registered advisors; Ameriprise Financial Services, LLC has the most, with 10.
How do I check a United Planners' Financial Services Of America A Limited Partner advisor in Glendale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the United Planners' Financial Services Of America A Limited Partner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.