Mark
Hall

United Planners' Financial Services Of America A Limited Partner

CRD#1696252
Investment Advisor
in Paradise Valley, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Hall is a financial advisor based in Paradise Valley, Arizona, working with United Planners' Financial Services Of America A Limited Partner. Mark has previously held positions at United Planners' Financial Services, H F Capitol Group LLC, Life Brokers USA, and Total Financial & Insurances, Inc. Mark has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Mark is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Paradise Valley, Arizona. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

Paradise Valley, AZ

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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

Total Assets Under Management

$9,326,336,708

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

570

AZ Average: 37
Total Number of Accounts

43,221

AZ Average: 1,370
Average Account Size

$215,783

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

Mark Hall Work History

2016 - Present (8 years)

Total Financial & Insurances, Inc

2013 - Present (11 years)

Life Brokers Usa

2012 - Present (12 years)

United Planners' Financial Services

2012 - Present (12 years)

H F Capitol Group LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Hall 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

Jarrod Nunn
Scottsdale, AZ
Babette Molina
Scottsdale, AZ
Thane Walton
Scottsdale, AZ
Kenneth Brundage
Scottsdale, AZ
Devin Wendel
Scottsdale, AZ
Derek Strong
Minnetonka, MN
Megan Muccio
Melville, NY
Andrew Goyhenetche
South San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started