George
Rall
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
George Rall is a financial advisor working in Scottsdale, Arizona with 14 years of relevant experience. Rall is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Rall has held roles at United Planners' Financial Services, Ger Loftin Wealth Advisors, LLC and Ger Financial LLC. Rall maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia and Texas. United Planners' Financial Services Of America A Limited Partner is a company that has its headquarters in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 financial advisors. It administers $6 billion in total assets across its 50,361 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on the services. However, fees billed by United Planners' Financial Services Of America A Limited Partner may 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
George Rall Work History
George has been registered as a financial advisor for 14 years.*
Ger Financial LLC
Ger Loftin Wealth Advisors, LLC
United Planners' Financial Services
*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 George Rall 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
Minnetonka, MN
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Cypress, CA
Matthews, NC
Ferndale, WA
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.
