Brian
Luce

United Planners' Financial Services Of America A Limited Partner

CRD#6570164
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Brian Luce is a financial advisor based in Scottsdale, Arizona. Luce currently works for United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Cambridge Investment Research, Inc, State Employees' Credit Union, Hoover'S Jewelers, Cambridge Investment Research Advisors, Inc, United Planners Financial Services and Brian Luce. Luce maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska, North Carolina and Texas. United Planners' Financial Services Of America A Limited Partner is a firm operating out of Scottsdale, AZ. The company has offices in 209 locations and a total of 567 people on staff. It handles $6 billion in total assets across its 50,361 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 83 charities and foundations. Of its 50,361 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on the services offered. Fees billed by United Planners' Financial Services Of America A Limited Partner likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E. Doubletree Ranch Road #120
Scottsdale, AZ 85258-2023

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Luce Work History

Brian has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

United Planners Financial Services

2015 - Present (9 years)

Brian Luce

2016 - 2023 (7 years)

Cambridge Investment Research Advisors, Inc

2015 - 2023 (8 years)

Cambridge Investment Research, Inc

2014 - 2015 (1 year)

State Employees' Credit Union

2010 - 2014 (4 years)

Hoover'S Jewelers

*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 Brian Luce 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

Fabiola Hill
Cypress, CA
Thomas Owings
Scottsdale, AZ
Daniel Sullivan
Matthews, NC
Philipp Ballmaier
Scottsdale, AZ
Mark Giraud
Cypress, CA
Derek Strong
Minnetonka, MN
Heidi Ludeman
Ferndale, WA
Brittney Deese
Scottsdale, AZ

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.

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