Christina
Becker

United Planners' Financial Services Of America A Limited Partner

CRD#2608554
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Christina Becker is a financial advisor working out of Scottsdale, Arizona with 2 years of relevant experience. Becker works at United Planners' Financial Services Of America A Limited Partner. The advisor has gained experience at Householder Group Estate & Retirement Specialists, Lpl Financial, LLC, First Financial Equity Corporation, United Planners' Financial Services and Christina Becker. Becker has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in Arizona. United Planners' Financial Services Of America A Limited Partner is a financial advisory business headquartered in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 people on staff. It handles $6 billion in assets among its 50,361 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 83 charities and foundations. Of its 50,361 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically are based on the type of financial services. Fees 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

Series 63, Series 66

Years Registered*

2 years

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

Christina Becker Work History

Christina has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Householder Group Estate & Retirement Specialists

2021 - Present (3 years)

Lpl Financial, LLC

2018 - Present (6 years)

Christina Becker

2015 - 2021 (6 years)

United Planners' Financial Services

2005 - 2015 (10 years)

First Financial Equity Corporation

*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 Christina Becker 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

Carlee Reed
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Tyler Pellerito
Scottsdale, AZ
Philipp Ballmaier
Scottsdale, AZ
Randolph Moore
Scottsdale, AZ
Stephanie Duhrkopf
Sumner, IA
Daniel Sullivan
Matthews, NC
Derek Strong
Minnetonka, MN

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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