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Financial ADVSR advisor directory · SEC adviser records

United Planners' Financial Services Of America A Limited Partner financial advisors in Raleigh, NC

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

The short answer

4 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Raleigh, out of 365 at the firm nationwide; it ranks number 73 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

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

Every United Planners' Financial Services Of America A Limited Partner advisor →

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 176Medford, OR 6Phoenix, AZ 6Virginia Beach, VA 6Independence, IA 5St. Louis Park, MN 4Voorhees, NJ 4Hartland, WI 3Houston, TX 3Knoxville, TN 3Mt. Juliet, TN 3Plano, TX 3Sidney, OH 3Albuquerque, NM 2Cherry Hill, NJ 2

Other firms in Raleigh

All Raleigh advisors →

Captrust 135Wells Fargo Clearing Services, LLC 117Merrill Lynch, Pierce, Fenner & Smith Incorporated 109First Citizens Investor Services, Inc. 103Strategic Advisers LLC 103Morgan Stanley 96Edward Jones 75Capital Investment Advisory Services, LLC 72LPL Financial LLC 68Osaic Wealth, Inc. 55Credit Union Investment Services 54Ameriprise Financial Services, LLC 51

Questions

How many financial advisors does United Planners' Financial Services Of America A Limited Partner have in Raleigh?

4 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 365 nationwide. 1 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 Raleigh?

United Planners' Financial Services Of America A Limited Partner ranks number 73 in Raleigh by registered advisors; Captrust has the most, with 135.

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

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.