James
Marsh
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
James Marsh is a financial advisor working out of Scottsdale, Arizona who has 8 years of industry experience. Marsh is an advisor for United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Amazon.Com, United Planners' Financial Services, United Financial Center, Amway Distributor, Church Of Jesus Christ Of Latter Day Saints - Lakeside Ward, Amway, United Financial Center, LLC, James Marsh and Rocket Mortgage Loan Originator. Marsh has Series 66 and Series 63 licenses, certifying them as a securities representative, and is registered to work in Arizona. United Planners' Financial Services Of America A Limited Partner is a firm operating out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 employees. It administers $6 billion in assets under management among its 50,361 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 83 charities and foundations. Of its 50,361 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner provides a number 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 depend on which services the firm provides the client. Fee types billed by United Planners' Financial Services Of America A Limited Partner most likely are comprised 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
James Marsh Work History
James has been registered as a financial advisor for 8 years.*
Rocket Mortgage Loan Originator
United Financial Center, LLC
United Financial Center, LLC
United Planners' Financial Services
Church Of Jesus Christ Of Latter Day Saints - Lakeside Ward
United Financial Center
United Financial Center, LLC
James Marsh
Amway Distributor
Amazon.Com
Amazon.Com
Amway
*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 James Marsh 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
Cypress, CA
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.
