John
Neville
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
John Neville is a financial advisor based in Walnut Creek, California, working with United Planners' Financial Services Of America A Limited Partner. John has previously held positions at National Planning Corporation, United Planners' Financial Services Of America, Vitucci & Associates, Core Power Yoga, John S. Neville - Independent Insurance Agent, Vitucci & Associates Inc, John S. Neville - Notary Public, Citadel Law Corp, Proxy Freedom, LLC, Proxy Freedom, and Yoga Alliance. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, John is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Walnut Creek, California. 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
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Neville Work History
John S. Neville - Independent Insurance Agent
Proxy Freedom
United Planners' Financial Services Of America
Vitucci & Associates
Proxy Freedom, LLC
Proxy Freedom
Vitucci & Associates Inc
Yoga Alliance
Core Power Yoga
United Planners' Financial Services Of America
Citadel Law Corp
National Planning Corporation
John S. Neville - Notary Public
Disclosures
Please visit the SEC profile of John Neville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
