Eric
Christus
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Eric Christus is a financial advisor operating in Scottsdale, Arizona who has 1 year of industry experience. Christus is an employee of United Planners' Financial Services Of America A Limited Partner. During their career, Christus has held roles at Mass Mutual Financial Group, Mml Investors Services, LLC, Generac Power Systems, Eaton'S Cooper Power Systems, First Financial Equity Corporation, United Planners, Eric L Christus and Brightphoenix Management LLC, Aka Brightwealth. Christus holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona. United Planners' Financial Services Of America A Limited Partner is a company based in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It administers $6 billion in assets across its 50,361 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 83 charities and foundations. Of its 50,361 accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees billed by United Planners' Financial Services Of America A Limited Partner likely include 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
Eric Christus Work History
Eric has been registered as a financial advisor for 1 years.*
United Planners
Eric L Christus
Brightphoenix Management LLC, Aka Brightwealth
First Financial Equity Corporation
Mass Mutual Financial Group
Mml Investors Services, LLC
Generac Power Systems
Eaton'S Cooper Power Systems
*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 Eric Christus 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
Salisbury, NC
Minnetonka, MN
Cypress, CA
Sumner, IA
Matthews, NC
Scottsdale, AZ
Cypress, CA
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.