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United Planners' Financial Services Of America A Limited Partner financial advisors in Albuquerque, NM
Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in Albuquerque, A to Z.
The short answer
3 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Albuquerque, out of 365 at the firm nationwide; it ranks number 38 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
United Planners' Financial Services Of America A Limited Partner advisors in Albuquerque, A to Z
Every United Planners' Financial Services Of America A Limited Partner advisor →- Kenneth L. BowersAlso a broker rep
- William P. FredricksonAlso a broker rep
- Daniel G. SernaAlso 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
Scottsdale, AZ 178Phoenix, AZ 9Independence, IA 6Fort Wayne, IN 5Rochester, MN 5St. Louis Park, MN 5Virginia Beach, VA 5Voorhees, NJ 4Cherry Hill, NJ 3Clearwater, FL 3Glendale, AZ 3Hartland, WI 3Medford, OR 3Minneapolis, MN 3Plano, TX 3
Other firms in Albuquerque
All Albuquerque advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 53LPL Financial LLC 52Morgan Stanley 42Strategic Advisers LLC 35RBC Capital Markets, LLC 24Edward Jones 21State Farm Investment Management Corp. 21Raymond James Financial Services Advisors, Inc. 19Wells Fargo Clearing Services, LLC 19MML Investors Services, LLC 15Cetera Investment Advisers LLC 14Eagle Strategies LLC 11
Questions
How many financial advisors does United Planners' Financial Services Of America A Limited Partner have in Albuquerque?
3 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Albuquerque, New Mexico, according to the SEC's Investment Adviser Public Disclosure records, out of 365 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is United Planners' Financial Services Of America A Limited Partner one of the largest advisor employers in Albuquerque?
United Planners' Financial Services Of America A Limited Partner ranks number 38 in Albuquerque by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 53.
How do I check a United Planners' Financial Services Of America A Limited Partner advisor in Albuquerque?
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.