Sergio
Villa

United Planners' Financial Services Of America A Limited Partner

CRD#5015598
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Sergio Villa is a financial advisor based in Santa Barbara, California, working with United Planners' Financial Services Of America A Limited Partner. Sergio has previously held positions at Alliance Wealth Strategies, Securities America, Inc, Securities America Advisors, Inc, United Planners Financial Services, Santa Barbara City College/Santa Barbara Unified School District, Child Evangelism Fellowship, Santa Barbara Children'S Museum (Moxi), and Sergio Villa. Sergio has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Sergio is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Santa Barbara, 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

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

1020 State St. Ste. 106
Santa Barbara, CA 93101

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

Total Assets Under Management

$9,326,336,708

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

570

CA Average: 37
Total Number of Accounts

43,221

CA Average: 1,370
Average Account Size

$215,783

CA 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

Sergio Villa Work History

2021 - Present (3 years)

Sergio Villa

2016 - Present (8 years)

United Planners Financial Services

2015 - Present (9 years)

Alliance Wealth Strategies

2014 - Present (10 years)

Santa Barbara City College/Santa Barbara Unified School District

2014 - Present (10 years)

Santa Barbara City College/Santa Barbara Unified School District

2012 - Present (12 years)

Child Evangelism Fellowship

2009 - Present (15 years)

Alliance Wealth Strategies

2008 - Present (16 years)

Santa Barbara Children'S Museum (Moxi)

2013 - 2016 (3 years)

Securities America, Inc

2013 - 2016 (3 years)

Securities America Advisors, Inc

Disclosures

Please visit the SEC profile of Sergio Villa 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

Charles Harrison
Roseville, CA
Babette Molina
Scottsdale, AZ
Thane Walton
Scottsdale, AZ
Jarrod Nunn
Scottsdale, AZ
Devin Wendel
Scottsdale, AZ
Megan Muccio
Melville, NY
Derek Strong
Minnetonka, MN
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.

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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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