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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

3 registered advisors work at United Planners' Financial Services Of America A Limited Partner in North Carolina, out of 322 nationwide; it's the firm's number 21 state by advisors, and the most are in Chapel Hill (2). 1 list the CFP designation and 3 are also registered broker representatives.

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

Every firm in North Carolina →

Chapel Hill 2Matthews 1

United Planners' Financial Services Of America A Limited Partner advisors in North Carolina, 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

Arizona 169California 19Minnesota 15Florida 11Texas 11Iowa 8Maryland 7New Jersey 7Ohio 7Washington 7Virginia 6Indiana 5Oregon 5Wisconsin 5Maine 4New York 4Colorado 3Georgia 3Illinois 3Michigan 3Tennessee 3

Questions

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

3 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 322 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

Chapel Hill, with 2, then Matthews (1). United Planners' Financial Services Of America A Limited Partner has advisors in 2 cities in North Carolina.

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

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.