Sergio
Villa
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Sergio Villa is a financial advisor operating out of Santa Barbara, California who has 7 years of relevant experience. Villa is currently employed by United Planners' Financial Services Of America A Limited Partner. Throughout their career, Villa has worked 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. Villa maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. United Planners' Financial Services Of America A Limited Partner is a business that has its headquarters in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 advisors. It handles $6 billion in total assets across its 50,361 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 83 charities and foundations. Of its 50,361 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. The firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which services the firm provides the client. Fees charged by United Planners' Financial Services Of America A Limited Partner can 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
Sergio Villa Work History
Sergio has been registered as a financial advisor for 7 years.*
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
*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 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
Cypress, CA
Scottsdale, AZ
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Cypress, CA
Scottsdale, AZ
Matthews, NC
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.
