Financial ADVSR advisor directory · SEC adviser records
United Planners' Financial Services Of America A Limited Partner financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in Scottsdale, A to Z.
The short answer
154 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Scottsdale, out of 322 at the firm nationwide; it ranks number 3 in the city by advisors. 37 list the CFP designation and 148 are also registered broker representatives.
United Planners' Financial Services Of America A Limited Partner advisors in Scottsdale, A to Z
Every United Planners' Financial Services Of America A Limited Partner advisor →- Kristian A. AnnunziataInvestment adviser rep
- Joseph AppolitoCertified Financial Planner · Also a broker rep
- William C. ArtmannCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Ron C. AshleyCertified Financial Planner · Also a broker rep
- Kevin G. BairdAlso a broker rep
- Matthew T. BarnesAlso a broker rep
- James A. Bartow Jr.Certified Financial Planner · Also a broker rep
- Nicholas T. BattagliaCertified Financial Planner · Also a broker rep
- Jennifer K. BerberichAlso a broker rep
- Michelle BergmannAlso a broker rep
- Michelle L. BestCertified Financial Planner · Also a broker rep
- Scott A. BiltzChartered Financial Consultant · Also a broker rep
- Eric L. BlackmanAlso a broker rep
- Kenneth L. BowersAlso a broker rep
- Linda J. BradleAlso a broker rep
- Michael G. BrahmerCertified Financial Planner · Also a broker rep
- Wayne C. BrantleyChartered Financial Consultant · Also a broker rep
- Christina BrillowskyAlso a broker rep
- Rayburn E. BrooksCertified Financial Planner · Also a broker rep
- Kenneth M. BrundageAlso a broker rep
- Kimberly L. CaldwellAlso a broker rep
- David J. ChalmersAlso a broker rep
- Nancy J. ChapinCertified Financial Planner · Also a broker rep
- Martin T. ChiuAlso a broker rep
- Lindsey L. ChrystanCertified Financial Planner · Also a broker rep
- Roderick J. ClarkAlso a broker rep
- Gregory C. CollinsAlso a broker rep
- Steven R. CookAlso a broker rep
- Daniel CucuiatAlso a broker rep
- Sheila J. Cuffari-AgasiAlso a broker rep
- Jay R. CutreraAlso a broker rep
- Albert DagostoChartered Financial Consultant · Also a broker rep
- Matthew A. De HerasAlso a broker rep
- Brittney B. DeeseAlso a broker rep
- Philip J. DettoreCertified Financial Planner · Also a broker rep
- Perry L. DiedeCertified Financial Planner · Also a broker rep
- Catherine C. DoneyAlso a broker rep
- Deborah L. EgglestonCertified Financial Planner · Also a broker rep
- Barry C. EllerAlso a broker rep
- Joseph M. FeichtelCertified Financial Planner · Also a broker rep
- Tami J. FieldsAlso a broker rep
- Jeffrey W. FischerChartered Financial Consultant · Also a broker rep
- Alexandria N. FrancoAlso a broker rep
- James M. FrancoAlso a broker rep
- Ryan J. GarrisonAlso a broker rep
- Niles P. Geary IIAlso a broker rep
- Scott A. GidleyAlso a broker rep
- Gary M. GilbertAlso a broker rep
- John D. Glenn IIAlso a broker rep
- Brian J. GottaAlso a broker rep
- Daniel W. HancockAlso a broker rep
- Nathan B. HarroCertified Financial Planner · Also a broker rep
- Keith A. HermanAlso a broker rep
- Bradley A. HogeAlso a broker rep
- Carlee E. HughesAlso a broker rep
- Carolyn M. InsleyAlso a broker rep
- Richard P. JacobsonCertified Financial Planner · Also a broker rep
- Carol M. JoyceAlso a broker rep
- David W. JungCertified Financial Planner · Also a broker rep
- Christopher KellyAlso a broker rep
- Sledge W. KillionAlso a broker rep
- John R. KirwanAlso a broker rep
- Timothy R. KnappCertified Financial Planner · Also a broker rep
- Michael W. KneipAlso a broker rep
- Michael P. KrouseAlso a broker rep
- Jenny L. LauritaCertified Financial Planner · Also a broker rep
- Lawrence J. LazarAlso a broker rep
- David A. LederAlso a broker rep
- Lawrence LeeAlso a broker rep
- Charles B. LefkowitzCertified Financial Planner · Also a broker rep
- David A. LewitasAlso a broker rep
- Brian S. LindeAlso a broker rep
- Kathleen L. LindquistCertified Financial Planner · Also a broker rep
- Michelle V. LippincottAlso a broker rep
- Heidi A. LudemanAlso a broker rep
- Jonathan P. LudemanCertified Financial Planner · Also a broker rep
- Peter J. LudwigCertified Financial Planner · Also a broker rep
- Tiffany E. LumCertified Financial Planner · Also a broker rep
- John M. LynchAlso a broker rep
- Charles A. LytleAlso a broker rep
- Tamara R. MacdonaldCertified Financial Planner · Also a broker rep
- Harry L. MarmerAlso a broker rep
- James R. MarshAlso a broker rep
- Robert J. McDonoughAlso a broker rep
- David A. McLenachen Jr.Also a broker rep
- Juan A. Medina-LunaAlso a broker rep
- Hillary J. MeisterAlso a broker rep
- Jonathan G. MichaelsInvestment adviser rep
- Thomas I. MilitelloAlso a broker rep
- Michael E. MitchAlso a broker rep
- Babette M. MolinaAlso a broker rep
- Randolph S. MooreAlso a broker rep
- Tyra A. MooreAlso a broker rep
- Herman J. NainkinAlso a broker rep
- Victor P. NavarroliAlso a broker rep
- Andrea NelsonAlso a broker rep
- Peter G. NeubergPersonal Financial Specialist · Also a broker rep
- James S. NuanezAlso a broker rep
- Jarrod C. NunnAlso a broker rep
- Scott M. O'KeeffeAlso a broker rep
- Michael P. O'MalleyAlso a broker rep
- Kenneth W. Oliverio Jr.Also a broker rep
- Rebecca B. PaterikCertified Financial Planner · Also a broker rep
- Nichola S. PeacockAlso a broker rep
- Paul A. Perreault Jr.Also a broker rep
- Cody S. PolzinAlso a broker rep
- Patrick D. PortmanCertified Financial Planner · Also a broker rep
- Renee E. RaelAlso a broker rep
- John E. Rhoads Jr.Also a broker rep
- Antonio A. RistainoCertified Financial Planner · Also a broker rep
- Patrick V. RobisonAlso a broker rep
- Dennis J. RogersCertified Financial Planner · Also a broker rep
- John G. RogersAlso a broker rep
- Alden E. RoweAlso a broker rep
- Iris N. SagradoAlso a broker rep
- Timothy SampsonAlso a broker rep
- Anthony M. Sce IIICertified Financial Planner · Also a broker rep
- Kevin A. SchlarmanCertified Financial Planner · Also a broker rep
- Darren F. SchneckInvestment adviser rep
- Karman D. ScottAlso a broker rep
- Brian S. SeamanCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Aaron P. SevignyAlso a broker rep
- Joseph D. ShieldsAlso a broker rep
- James R. SmithAlso a broker rep
- Thomas R. StarkAlso a broker rep
- Glenn B. Stears Jr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Marilee A. StephensAlso a broker rep
- Tyson J. SterlingAlso a broker rep
- Reese StillerAlso a broker rep
- Anthony J. StollCertified Financial Planner · Also a broker rep
- Joseph StreetInvestment adviser rep
- Derek J. StrongCertified Financial Planner · Also a broker rep
- Zhannetta Z. ThompsonAlso a broker rep
- Jenna R. ThorntonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- James J. ToddyAlso a broker rep
- Benjamin M. TrenaryAlso a broker rep
- Joseph T. TrewinCertified Financial Planner · Also a broker rep
- Timothy N. TroutmanAlso a broker rep
- Lucas TroutnerAlso a broker rep
- Vincent P. TroyChartered Financial Consultant · Also a broker rep
- Ryan M. Van WyngardenAlso a broker rep
- Steven K. Van WyngardenAlso a broker rep
- Aaron T. VettrainoAlso a broker rep
- Leah B. WaldripAlso a broker rep
- Corey R. WalterAlso a broker rep
- Thane R. WaltonAlso a broker rep
- Alec R. WickInvestment adviser rep
- Donald E. WilsonAlso a broker rep
- Matthew L. WilsonAlso a broker rep
- Christopher J. WolloInvestment adviser rep
- Craig S. WrightAlso a broker rep
- Joseph ZacharyAlso a broker rep
- Jeffrey T. ZarlingAlso a broker rep
- Jon M. ZoetAlso 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
Independence, IA 6Phoenix, AZ 6Fort Wayne, IN 5St. Louis Park, MN 5Virginia Beach, VA 5Rochester, MN 4Voorhees, NJ 4Cherry Hill, NJ 3Glendale, AZ 3Hartland, WI 3Medford, OR 3Minneapolis, MN 3Albuquerque, NM 2Bellingham, WA 2Carrollton, GA 2
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49J.P. Morgan Securities LLC 47
Questions
How many financial advisors does United Planners' Financial Services Of America A Limited Partner have in Scottsdale?
154 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 322 nationwide. 37 list the CFP designation and 148 are also registered as broker representatives.
Is United Planners' Financial Services Of America A Limited Partner one of the largest advisor employers in Scottsdale?
United Planners' Financial Services Of America A Limited Partner ranks number 3 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a United Planners' Financial Services Of America A Limited Partner advisor in Scottsdale?
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.