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United Planners' Financial Services Of America
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Overview
United Planners' Financial Services wants to unite its clients with financial success. The securities broker/dealer provides brokerage, insurance, and investment advisory services to more than 300 independent registered investment advisors that offer such services to individual investors and small businesses across the US. United Planners also provides back-office, technology, and compliance support and training. Clearing services are offered ...
Read More through a pact with Pershing. Founded in 1987, United Planners was acquired by Pacific Life later that year. It became independent when its management bought back Pacific Life's stake in 2007.
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Thomas H Oliver   See more contacts
Securities and Commodity Contracts Intermediation and Brokerage ,  Securities, Commodity Contracts, and Other Financial Investments and Related Activities ,  Finance and Insurance ,  Brokers, security
Activities Related to Credit Intermediation ,  Agencies, Brokerages, and Other Insurance Related Activities ,  Depository Credit Intermediation ,  Insurance Carriers ,  Insurance and Employee Benefit Funds ,  Monetary Authorities-Central Bank ,  Nondepository Credit Intermediation ,  Other Financial Investment Activities
View more ,  Other Investment Pools and Funds Securities and Commodity Exchanges
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7333 E Doubletree Ranch Rd Scottsdale, AZ, 85258-2176 United States See other locations
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www.unitedplanners.com
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Contacts
Get in Touch with 4 Principals* and 96 Contacts
  • Thomas H Oliver
    President and Chief Executive Officer
  • Contact 2
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