Mark
Giraud
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Mark Giraud is a financial advisor based in Cypress, California, with 10 years of relevant experience. Giraud is an employee of United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Giraud has held roles at United Planners' Financial Services, Mark Giraud and Vantaquest. Giraud holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and California. United Planners' Financial Services Of America A Limited Partner is a business operating out of Scottsdale, AZ. The company has offices in 209 locations and a total of 567 advisors. It handles $6 billion in assets under management across its 50,361 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. United Planners' Financial Services Of America A Limited Partner offers a diverse range 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 depend on which services the firm provides the client. However, fee types charged by United Planners' Financial Services Of America A Limited Partner may include 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
Mark Giraud Work History
Mark has been registered as a financial advisor for 10 years.*
United Planners' Financial Services
Mark Giraud
Vantaquest
Vantaquest
*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 Mark Giraud 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
Salisbury, NC
Scottsdale, AZ
Ferndale, WA
Cypress, CA
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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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.