Brian
White
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Brian White is a financial advisor based in Tampa, Florida, working with United Planners' Financial Services Of America A Limited Partner. Brian has previously held positions at Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, First Allied Securities, Inc, Cetera Financial Specialists LLC, Girard Securities, Inc, Investors Capital Corp, Legend Equities Corporation, Summit Brokerage Services, Inc, Vsr Financial Services, Inc, and United Planners. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Florida. Currently, Brian is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Tampa, Florida. 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
Brian White Work History
United Planners
First Allied Securities, Inc
Cetera Financial Specialists LLC
Girard Securities, Inc
Investors Capital Corp
Legend Equities Corporation
Summit Brokerage Services, Inc
Vsr Financial Services, Inc
Cetera Investment Services LLC
Cetera Advisors LLC
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of Brian White 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
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Scottsdale, AZ
Melville, NY
Scottsdale, AZ
Plano, TX
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.
