Charles
Puccio
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Charles Puccio is a financial advisor working in Coralville, Iowa with a total of 1 year of industry experience. Puccio is on the advisory team at United Planners' Financial Services Of America A Limited Partner. During their career, the advisor has held roles at Private Client Services, Wealth Advisors Group. LLC, Ame Real Estate LLC, Chuck Puccio, Sole Proprietor, Sii Investments, Inc, United Planners Financial Services, Ame Real Estate, LLC, Charles T. Puccio and Charles Puccio. Puccio holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to serve investors in Iowa. United Planners' Financial Services Of America A Limited Partner is a business headquartered in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 advisors. It manages $6 billion in total assets among its 50,361 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets. United Planners' Financial Services Of America A Limited Partner performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on the services. Fees billed by United Planners' Financial Services Of America A Limited Partner may 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
Charles Puccio Work History
Charles has been registered as a financial advisor for 1 years.*
United Planners Financial Services
Charles Puccio
Ame Real Estate LLC
Ame Real Estate, LLC
Chuck Puccio, Sole Proprietor
Charles T. Puccio
Private Client Services
Wealth Advisors Group. LLC
Sii Investments, Inc
Sii Investments, 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 Charles Puccio 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
Minnetonka, MN
Cypress, CA
Scottsdale, AZ
Salisbury, NC
Cypress, CA
Scottsdale, AZ
Sumner, IA
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.
