Alexandra
Stanton
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Alexandra Stanton is a financial advisor based in Scottsdale, Arizona, with a total of 3 years of industry experience. Stanton currently works for United Planners' Financial Services Of America A Limited Partner. Stanton has gained experience at Proequities, Inc, Ramsey And Associaties, State Farm Insurance, Whole Foods, North Star Insurance Group, Computer Fixx, United Planners Financial Services, Lakes Central Insurance Brokers, Stanton LLC, Ponce Stanton Properties LLC, Dba - Full Circle Financial and Proequities Inc. Stanton maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. United Planners' Financial Services Of America A Limited Partner is a company based out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 advisors. It manages $6 billion in assets among its 50,361 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 83 charities and foundations. Of its 50,361 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by United Planners' Financial Services Of America A Limited Partner can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alexandra Stanton Work History
Alexandra has been registered as a financial advisor for 3 years.*
United Planners Financial Services
Stanton LLC
Ponce Stanton Properties LLC
Lakes Central Insurance Brokers
Dba - Full Circle Financial
Proequities, Inc
Proequities Inc
Ramsey And Associaties
State Farm Insurance
Computer Fixx
Whole Foods
North Star Insurance Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexandra Stanton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Minnetonka, MN
Scottsdale, AZ
Cypress, CA
Scottsdale, AZ
Sumner, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
