Daniel
Hancock
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Daniel Hancock is a financial advisor who works out of Scottsdale, Arizona, with 1 year of industry experience. Hancock currently works for United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Wyo Media, First Interstate Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial LLC, Blue Federal Credit Union, Cuso Financial Services, Lp, United Planners and Daniel Hancock. Hancock holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wyoming. United Planners' Financial Services Of America A Limited Partner is an advisory business based in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 employees. It handles $6 billion in assets under management across its 50,361 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 83 charities and foundations. Of its 50,361 client accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a wide assortment 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 typically are based on the financial services provided. Fees charged by United Planners' Financial Services Of America A Limited Partner most likely include 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
Daniel Hancock Work History
Daniel has been registered as a financial advisor for 1 years.*
United Planners
Blue Federal Credit Union
Cuso Financial Services, Lp
Daniel Hancock
Lpl Financial LLC
Cetera Investment Advisers LLC
First Interstate Bank
Cetera Investment Services LLC
Wyo Media
*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 Daniel Hancock 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
Sumner, IA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Minnetonka, MN
Scottsdale, AZ
Scottsdale, AZ
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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.
