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United Planners' Financial Services Of America A Limited Partner financial advisors in California
Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in California, by city and A to Z.
The short answer
20 registered advisors work at United Planners' Financial Services Of America A Limited Partner in California, out of 322 nationwide; it's the firm's number 2 state by advisors, and the most are in Fresno (2). 2 list the CFP designation and 17 are also registered broker representatives.
United Planners' Financial Services Of America A Limited Partner advisors by city in California
Every firm in California →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 advisors in California, A to Z
Search by name →- John R. CarterNewport Beach
- Serena L. DavisSonora
- Paul R. GuggerChula Vista
- Douglas C. HallSan Diego
- Fabiola L. HillCypress
- Remy A. JacobsonNapa
- Stuart L. KesselhautCarlsbad
- Seth M. LippincottTulare
- Pamela J. MayburyMeadow Vista
- Michael E. McCulloughSeal Beach
- Ioannis K. MerasSan Jose
- Noah NadeauLa Mesa
- John P. NilmeierFresno · Certified Financial Planner
- Richard D. Nilmeier Sr.Fresno
- Tom J. TamuraPleasant Hill
- Tracy O. TamuraPleasant Hill · Chartered Financial Consultant
- Steven K. TimbalAliso Viejo · Chartered Financial Consultant
- Sergio VillaSanta Barbara
- David H. WalkerSanta Barbara
- Allen G. YeeSouth Pasadena · Certified Financial Planner
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
Arizona 169Minnesota 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 California?
20 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 322 at the firm nationwide. 2 list the CFP designation and 17 are also registered as broker representatives.
Where in California does United Planners' Financial Services Of America A Limited Partner have the most advisors?
Fresno, with 2, then Pleasant Hill (2). United Planners' Financial Services Of America A Limited Partner has advisors in 16 cities in California.
How do I check a United Planners' Financial Services Of America A Limited Partner advisor in California?
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.