Randolph
Hinton

United Planners' Financial Services Of America A Limited Partner

CRD#1539210
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Randolph Hinton is a financial advisor working in Scottsdale, Arizona who has 23 years of relevant experience. Hinton is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Throughout their career, Hinton has worked at United Planners' Financial Services, Rh Wealth Advisors Inc, Food Share, Inc, City Of Ventura, Ventura County Art Events, Unity Church Of Ventura, Retirement Wellness Group LLC and Rh Wealth Advisors, Inc. Hinton holds a Series 63 license, certifying them as a securities representative, and is approved to work in California and Texas. United Planners' Financial Services Of America A Limited Partner is a financial advisory business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It has $6 billion in assets under management among its 50,361 client accounts, placing it among the largest financial advisory 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 individuals who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services provided. However, fees charged by United Planners' Financial Services Of America A Limited Partner most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

23 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 Road #120
Scottsdale, AZ 85258-2023

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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

Randolph Hinton Work History

Randolph has been registered as a financial advisor for 23 years.*

2018 - Present (6 years)

Retirement Wellness Group LLC

2016 - Present (8 years)

City Of Ventura

2015 - Present (9 years)

Ventura County Art Events

2008 - Present (16 years)

Rh Wealth Advisors Inc

2008 - Present (16 years)

Rh Wealth Advisors Inc

2008 - Present (16 years)

Rh Wealth Advisors Inc

2008 - Present (16 years)

Rh Wealth Advisors, Inc

1995 - Present (29 years)

United Planners' Financial Services

2018 - 2019 (1 year)

Unity Church Of Ventura

2012 - 2020 (8 years)

Food Share, Inc

*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 Randolph Hinton 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

Derek Strong
Minnetonka, MN
Daniel Sullivan
Matthews, NC
Randolph Moore
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Stephanie Duhrkopf
Sumner, IA
Fabiola Hill
Cypress, CA
Thomas Owings
Scottsdale, AZ
Philipp Ballmaier
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.

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