Profile picture of United Planners'

United Planners'

Scottsdale, AZ
2 staff members
4 47 Reviews
Company Profile

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 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.

Company size

1 to 50 Employees

Type

Company - Private

Revenue

$25 to $50 million (USD)

Industry

Brokerage Services

Competitors

?Unknown

Founded

Staff Members
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CEO
0.0
Worked since Tuesday, Nov 05 2024
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