Chris
Roberts
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Chris Roberts is a certified financial planner based in Oviedo, Florida who has 9 years of industry experience. Roberts is an employee of United Planners' Financial Services Of America A Limited Partner. During their career, Roberts has held roles at Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, United Planners' Financial Services, Medicare Back Office, Christopher A. Roberts, Ascia Partners and Ohio National Life Insurance. Roberts holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Florida. United Planners' Financial Services Of America A Limited Partner is a business that has its headquarters in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 financial advisors. It controls $6 billion in assets under management among its 50,361 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 83 charities and foundations. Of its 50,361 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees charged by United Planners' Financial Services Of America A Limited Partner most likely include some combination 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
Chris Roberts Work History
Chris has been registered as a financial advisor for 9 years.*
Ascia Partners
United Planners' Financial Services
Medicare Back Office
Christopher A. Roberts
Ohio National Life Insurance
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., 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 Chris Roberts 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
Ferndale, WA
Salisbury, NC
Cypress, CA
Scottsdale, AZ
Matthews, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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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.
