AB
CFP
AB
CFP

Abe William Bochner

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abe is the owner of a non-variable insurance business in Phoenix, AZ, since 1989. This activity is investment-related.

Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 1999 - Present · 26 yrs 6 mos
Previous Registrations
Nylife Securities INC.Broker
November 1988 - August 1999 · 10 yrs 9 mos
State Registrations14 states
AZCAFLGAMDMIMONYOHORPATXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.