Walter
Worley
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Walter Worley is a certified financial planner based in Columbia, Maryland with a total of 1 year of industry experience. Worley is an employee of United Planners' Financial Services Of America A Limited Partner. During their career, Worley has held roles at United Planners' Financial Services, Keating Financial Services, Mckesson Corporation, Johns Hopkins University School Of Nursing, Fi360 and Chesapeake Capital Associates, LLC. Worley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. United Planners' Financial Services Of America A Limited Partner is a registered investment firm operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 employees. It controls $6 billion in assets under management between its 50,361 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 83 charities and foundations. Of its 50,361 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. However, fee types billed by United Planners' Financial Services Of America A Limited Partner 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
Walter Worley Work History
Walter has been registered as a financial advisor for 1 years.*
Chesapeake Capital Associates, LLC
United Planners' Financial Services
Keating Financial Services
Keating Financial Services
Keating Financial Services
Keating Financial Services
Fi360
Mckesson Corporation
Johns Hopkins University School Of Nursing
*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 Walter Worley 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
Sumner, IA
Minnetonka, MN
Salisbury, NC
Cypress, CA
Ferndale, WA
Scottsdale, AZ
Matthews, NC
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.
