Allan
Macvean

United Planners' Financial Services Of America A Limited Partner

CRD#2070157
Investment Advisor
in Johnstown, NY

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About this Advisor

Allan Macvean is a certified financial planner working in Johnstown, New York with a total of 3 years of relevant experience. Macvean is currently employed by United Planners' Financial Services Of America A Limited Partner. The advisor has gained experience at Ssn Advisory Inc, Securities Service Network, United Planners' Financial Services Of America A Limited Partner, Hfm Boces, Mohawk Valley Board Sports Officials, Fixed Life Insurance and Allan Macvean. Macvean maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and New York. United Planners' Financial Services Of America A Limited Partner is a financial advisory company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It handles $6 billion in assets between its 50,361 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 83 charitable organizations. Of its 50,361 customer accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the financial services provided. Fee types charged by United Planners' Financial Services Of America A Limited Partner can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Johnstown, NY

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

NY Average: $1,555,372,352
Total Number of Employees

567

NY Average: 37
Total Number of Accounts

50,361

NY Average: 1,370
Average Account Size

$120,841

NY Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Allan Macvean Work History

Allan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

United Planners' Financial Services Of America A Limited Partner

2020 - Present (4 years)

Allan Macvean

1990 - Present (34 years)

Fixed Life Insurance

1979 - Present (45 years)

Mohawk Valley Board Sports Officials

1975 - Present (49 years)

Hfm Boces

2011 - 2020 (9 years)

Ssn Advisory Inc

2011 - 2020 (9 years)

Securities Service Network

*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 Allan Macvean 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

Thomas Owings
Scottsdale, AZ
Randolph Moore
Scottsdale, AZ
Tyler Pellerito
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Daniel Sullivan
Matthews, NC
Stephanie Duhrkopf
Sumner, IA
Fabiola Hill
Cypress, CA
Heidi Ludeman
Ferndale, WA

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.

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