Financial ADVSR advisor directory · SEC adviser records
United Planners' Financial Services Of America A Limited Partner financial advisors
Every SEC-registered investment adviser representative at United Planners' Financial Services Of America A Limited Partner, by the state and city of the office they work from.
The short answer
322 registered advisors work at United Planners' Financial Services Of America A Limited Partner, in 32 states and 117 cities; the most are in Scottsdale, AZ (158). 74 list the CFP designation and 310 are also registered broker representatives.
Search every United Planners' Financial Services Of America A Limited Partner advisor by name →Who joined and left United Planners' Financial Services Of America A Limited Partner →United Planners' Financial Services Of America A Limited Partner: assets, clients and custodians →
Cities with the most United Planners' Financial Services Of America A Limited Partner advisors
Scottsdale, AZ 158Independence, 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 2Centennial, CO 2Chapel Hill, NC 2Clearwater, FL 2Danvers, MA 2Eau Claire, WI 2Fresno, CA 2Gaithersburg, MD 2Houston, TX 2Hunt Valley, MD 2Huntsville, OH 2Lihue, HI 2Melville, NY 2Milford, MI 2Plano, TX 2
United Planners' Financial Services Of America A Limited Partner advisors by state
United Planners' Financial Services Of America A Limited Partner in California 19
Fresno 2Pleasant Hill 2Santa Barbara 2Aliso Viejo 1Carlsbad 1Cypress 1La Mesa 1Meadow Vista 1Napa 1Newport Beach 1Riverside 1San Jose 1Seal Beach 1Sonora 1South Pasadena 1Tulare 1
United Planners' Financial Services Of America A Limited Partner in Minnesota 15
St. Louis Park 5Rochester 4Minneapolis 3Chaska 1Oakdale 1St. Paul 1
United Planners' Financial Services Of America A Limited Partner in Florida 11
Clearwater 2Bonita Springs 1Bradenton 1Fernandina Beach 1Flagler Beach 1Melbourne 1Naples 1Oviedo 1Valrico 1Vero Beach 1
United Planners' Financial Services Of America A Limited Partner in Texas 11
Houston 2Plano 2Conroe 1Dallas 1Saginaw 1Sherman 1Spring 1Victoria 1Willow Park 1
United Planners' Financial Services Of America A Limited Partner in Maryland 7
Gaithersburg 2Hunt Valley 2Annapolis 1Chevy Chase 1Columbia 1
United Planners' Financial Services Of America A Limited Partner in Washington 7
Bellingham 2Ferndale 1Kennewick 1Spokane Valley 1Vancouver 1Wenatchee 1
Questions
How many financial advisors does United Planners' Financial Services Of America A Limited Partner have?
322 investment adviser representatives are registered with United Planners' Financial Services Of America A Limited Partner, according to the SEC's Investment Adviser Public Disclosure records, in 32 states and 117 cities. 74 list the CFP designation and 310 are also registered as broker representatives.
Where does United Planners' Financial Services Of America A Limited Partner have the most advisors?
Scottsdale, AZ, with 158 registered advisors, then Independence, IA (6). By state, Arizona has the most, with 169.
How do I find a United Planners' Financial Services Of America A Limited Partner financial advisor near me?
Pick your state below, then your city, to see every United Planners' Financial Services Of America A Limited Partner advisor registered at an office there. Each one 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. An advisor registered at United Planners' Financial Services Of America A Limited Partner offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →