David
Chalmers
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
David Chalmers is a financial advisor based in Scottsdale, Arizona with 6 years of relevant experience. Chalmers is currently employed by United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Chalmers has held roles at United Planners' Financial Services, Haddon Agency LLC, David Chalmers - Notary, David Haddon - Commercial Property, Haddon Financial Solutions, J P Turner & Company LLC, United Planners' Financial Services Of America, David Chalmers Public Notary, David Chalmers (323 Haddon Ave LLC) and Summit Brokerage Services. Chalmers has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. United Planners' Financial Services Of America A Limited Partner is an advisory firm operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 advisors. It administers $6 billion in total assets among its 50,361 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 83 charities and foundations. Of its 50,361 client accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice depend on the financial services provided. Fees billed by United Planners' Financial Services Of America A Limited Partner can include any blend 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
David Chalmers Work History
David has been registered as a financial advisor for 6 years.*
United Planners' Financial Services Of America
David Chalmers Public Notary
Haddon Financial Solutions
Haddon Agency LLC
David Chalmers (323 Haddon Ave LLC)
David Haddon - Commercial Property
Summit Brokerage Services
J P Turner & Company LLC
United Planners' Financial Services
David Chalmers - Notary
*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 David Chalmers 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
Sumner, IA
Scottsdale, AZ
Scottsdale, AZ
Minnetonka, MN
Matthews, NC
Scottsdale, AZ
Cypress, CA
Salisbury, NC
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.