Christopher
Kelly
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Christopher Kelly is a financial advisor operating out of Scottsdale, Arizona, with a total of 1 year of relevant experience. Kelly is an employee of United Planners' Financial Services Of America A Limited Partner. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Bank Na, Bank Of America, N.A, United Planners Financial Services and Christopher Kelly Independent Insurance Agent. Kelly maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to advise clients in Florida and Texas. United Planners' Financial Services Of America A Limited Partner is a firm that has its headquarters in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 advisors. It oversees $6 billion in assets among its 50,361 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 accounts, just 10% are held by high-net-worth investors who have at least $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by United Planners' Financial Services Of America A Limited Partner most likely consist of some 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
Christopher Kelly Work History
Christopher has been registered as a financial advisor for 1 years.*
United Planners Financial Services
Christopher Kelly Independent Insurance Agent
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*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 Christopher Kelly 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
Minnetonka, MN
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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.
