Kunal
Patel
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kunal Patel is a financial advisor based in Colorado Springs, Colorado with 1 year of relevant experience. Patel works at United Planners' Financial Services Of America A Limited Partner. During their career, Patel has held roles at First Bank, Nexthome Capefear, University Of North Carolina In Wilmington, Fidelity Investments, Camp Timberline, Td Bank, Cape Fear Community College, Neverstop Select Services, Cape Fear High School, United Planners Financial Services, Epco 3 Way, Ejs Wealth and Doordash. Patel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. United Planners' Financial Services Of America A Limited Partner is an advisory company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It controls $6 billion in total assets between its 50,361 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides 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. Fees charged by financial advisors usually depend on which services are provided. However, fee types charged by United Planners' Financial Services Of America A Limited Partner may include some blend of 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
Kunal Patel Work History
Kunal has been registered as a financial advisor for 1 years.*
United Planners Financial Services
Ejs Wealth
Doordash
Epco 3 Way
University Of North Carolina In Wilmington
Fidelity Investments
First Bank
Nexthome Capefear
Camp Timberline
Td Bank
Cape Fear Community College
Neverstop Select Services
Cape Fear High School
*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 Kunal Patel 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
Scottsdale, AZ
Scottsdale, AZ
Salisbury, NC
Matthews, NC
Minnetonka, MN
Ferndale, WA
Scottsdale, AZ
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.
