Sergio
Villa
United Planners' Financial Services Of America A Limited Partner
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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
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
Sergio Villa Work History
Sergio Villa
United Planners Financial Services
Alliance Wealth Strategies
Santa Barbara City College/Santa Barbara Unified School District
Santa Barbara City College/Santa Barbara Unified School District
Child Evangelism Fellowship
Alliance Wealth Strategies
Santa Barbara Children'S Museum (Moxi)
Securities America, Inc
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.
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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.
