John
Birney
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
John Birney is a financial advisor working in Flagler Beach, Florida with a total of 13 years of industry experience. Birney is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Throughout their career, they have worked at United Planners Financial Services, Jbirney Financial, Americana Radio and Early Learning Coalition Of Flagler & Volusia. Birney maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Florida. United Planners' Financial Services Of America A Limited Partner is a financial advisory business that has its headquarters in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 financial advisors. It oversees $6 billion in assets among its 50,361 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 83 charities and foundations. Of its 50,361 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees are based on which service is offered. However, fee types charged by United Planners' Financial Services Of America A Limited Partner can be comprised 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
John Birney Work History
John has been registered as a financial advisor for 13 years.*
Early Learning Coalition Of Flagler & Volusia
United Planners Financial Services
Jbirney Financial
Americana Radio
Jbirney Financial
Jbirney Financial
*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 John Birney 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
Minnetonka, MN
Sumner, IA
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.
