Eric
Nichols
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Eric Nichols is a financial advisor based in Milford, Michigan, working with United Planners' Financial Services Of America A Limited Partner. Eric has previously held positions at Bernard Real Estate LLC, United Planners' Financial Services, Nichols Financial Inc, Gdr Associates, Hart Ii, LLC, Real Estate One Associates Inc, Eric Nichols, and Rental Property. Eric has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Eric is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Milford, Michigan. 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
Eric Nichols Work History
Rental Property
Hart Ii, LLC
United Planners' Financial Services
Gdr Associates
Nichols Financial Inc
Nichols Financial Inc
Eric Nichols
Real Estate One Associates Inc
Bernard Real Estate LLC
Disclosures
Please visit the SEC profile of Eric Nichols 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
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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.
