Brent
Gilmore
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Brent Gilmore is a chartered financial consultant operating in Scottsdale, Arizona with 9 years of relevant experience. Gilmore is an advisor for United Planners' Financial Services Of America A Limited Partner. During their career, Gilmore has held roles at Ga Financial Resources, Legend Equities Corporation, United Planners' Financial Services, Saints And Sinners Golf League, Uber, Darby Township, Gilmore Enterprises, Inc Dba Ga Financial Resources, Step Up Wealth Management, LLC and City Of Hilliard. Gilmore holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Ohio and Texas. United Planners' Financial Services Of America A Limited Partner is an advisory firm that has its headquarters in Scottsdale, AZ. It has offices in 209 locations and a total of 567 employees. It oversees $6 billion in total assets between its 50,361 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 83 charitable organizations. Of its 50,361 accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which service is offered. However, fee types charged by United Planners' Financial Services Of America A Limited Partner likely are comprised of any combination 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
Brent Gilmore Work History
Brent has been registered as a financial advisor for 9 years.*
Darby Township
Step Up Wealth Management, LLC
United Planners' Financial Services
Saints And Sinners Golf League
Ga Financial Resources
Gilmore Enterprises, Inc Dba Ga Financial Resources
Uber
Legend Equities Corporation
City Of Hilliard
*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 Brent Gilmore 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
Ferndale, WA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
Matthews, NC
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.
