John
Lynch

United Planners' Financial Services Of America A Limited Partner

CRD#5123606
Investment Advisor
in Scottsdale, AZ

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About this Advisor

John Lynch is a financial advisor based out of Scottsdale, Arizona with a total of 3 years of industry experience. Lynch works at United Planners' Financial Services Of America A Limited Partner. Throughout their career, Lynch has worked at Questar Capital Corporation, Questar Asset Management, Woodbury Financial Services, Inc, United Planners Financial Services and John Michael Lynch. Lynch holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. United Planners' Financial Services Of America A Limited Partner is a registered investment firm that has its headquarters in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 employees. It manages $6 billion in assets under management across its 50,361 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. Fees billed by United Planners' Financial Services Of America A Limited Partner can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E Doubletree Ranch Rd Ste 120
Scottsdale, AZ 85258

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Lynch Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

United Planners Financial Services

2006 - Present (18 years)

John Michael Lynch

2019 - 2020 (1 year)

Woodbury Financial Services, Inc

2019 - 2020 (1 year)

Woodbury Financial Services, Inc

2012 - 2019 (7 years)

Questar Capital Corporation

2012 - 2019 (7 years)

Questar Asset Management

*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 John Lynch 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

Carlee Reed
Scottsdale, AZ
Daniel Sullivan
Matthews, NC
Philipp Ballmaier
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Brittney Deese
Scottsdale, AZ
Randolph Moore
Scottsdale, AZ
Heidi Ludeman
Ferndale, WA
Fabiola Hill
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.

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