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Financial ADVSR advisor directory · SEC adviser records

United Planners' Financial Services Of America A Limited Partner financial advisors in Arizona

Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in Arizona, by city and A to Z.

The short answer

163 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Arizona, out of 322 nationwide; it's the firm's number 1 state by advisors, and the most are in Scottsdale (158). 41 list the CFP designation and 157 are also registered broker representatives.

United Planners' Financial Services Of America A Limited Partner advisors by city in Arizona

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Scottsdale 158Phoenix 6Glendale 3Paradise Valley 1Tucson 1

United Planners' Financial Services Of America A Limited Partner advisors in Arizona, A to Z

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United Planners' Financial Services Of America A Limited Partner advisors in every 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 in other states

California 19Minnesota 15Florida 11Texas 11Iowa 8Maryland 7New Jersey 7Ohio 7Washington 7Virginia 6Indiana 5Oregon 5Wisconsin 5Maine 4New York 4Colorado 3Georgia 3Illinois 3Michigan 3North Carolina 3Tennessee 3

Questions

How many United Planners' Financial Services Of America A Limited Partner financial advisors are in Arizona?

163 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 322 at the firm nationwide. 41 list the CFP designation and 157 are also registered as broker representatives.

Where in Arizona does United Planners' Financial Services Of America A Limited Partner have the most advisors?

Scottsdale, with 158, then Phoenix (6). United Planners' Financial Services Of America A Limited Partner has advisors in 5 cities in Arizona.

How do I check a United Planners' Financial Services Of America A Limited Partner advisor in Arizona?

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.