Bridgette Gavagan
Bridgette Gavagan is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Glendale, AZ, with 17 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
20250 N. 59th Ave Suite 102, Glendale, AZ, 85308
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bridgette is an insurance producer since 2017, dedicating a few hours per week to insurance sales. She also works nearly full-time as an IAR with PFG Advisors since 2015 and spends minimal time on data collection/entry for EstateDocsPro and managing a rental property.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.