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, working with United Planners' Financial Services Of America A Limited Partner. Brian has previously held positions at Cambridge Investment Research, Inc, State Employees' Credit Union, Cambridge Investment Research Advisors, Inc, United Planners Financial Services, and Brian Luce. Brian has passed the Series 66 regulatory exam and is registered to provide services in Nebraska, North Carolina, and Texas. Currently, Brian is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Scottsdale, Arizona. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

$9,326,336,708

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

570

AZ Average: 37
Total Number of Accounts

43,221

AZ Average: 1,370
Average Account Size

$215,783

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

2023 - Present (2 years)

United Planners Financial Services

2015 - Present (10 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

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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

Sean Sweeney
Plano, TX
Brian Luce
Scottsdale, AZ
Babette Molina
Scottsdale, AZ
Christopher Kelly
Scottsdale, AZ
Devin Wendel
Scottsdale, AZ
Chris Roberts
Oviedo, FL
Thane Walton
Scottsdale, AZ
Charles Harrison
Roseville, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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