TrueAdvisor
TrueAdvisor
AV
AV
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
United Planners' Financial Services of America a Limited Partner
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

Location

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
October 2023 - Present · 2 yrs 4 mos
United Planners' Financial Services of America a Limited PartnerBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - April 2023 · 1 yr 3 mos
Vanguard Marketing CorporationBroker
August 2013 - January 2022 · 8 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.