Do you take pride as a financial advisor by offering exceptional service and delivering a distinct approach that sets you apart from the crowd? Is your current RIA/IBD firm falling short in helping ...

Ten seconds is a number nearly unheard of in the financial services industry, but that's the average amount of time it takes United Planners to answer their phone, says CIO Aaron Spradlin. No wait ...

A team of advisors who managed $225 million in client assets at United Planners Financial Services has joined LPL Financial’s broker-dealer, RIA and custodial platforms, the firm announced Monday. GER ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Since 1987, United Planners Financial Services has been a mainstay in the community – not only within Scottsdale, where it is based, but also among its team of employees and advisors around the ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Bridgepoint Financial Advisors owner Cameron Rose’s recent acquisition of a 35-year veteran's practice demonstrates United Planners' commitment to advisor growth. Through their LEAPS program, Rose ...

Arizona regulators have penalized Scottsdale-based broker-dealer United Planners Financial Services of America more than $1 million for failing to uncover a longtime fraud perpetrated by one of its ...