Amir
Noor

United Financial Planning Group LLC

CRD#6415824
Investment Advisor
in Hauppauge, NY

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About this Advisor

Amir Noor is a financial advisor based in Hauppauge, New York, working with United Financial Planning Group LLC. Amir has previously held positions at Guardian Life Insurance Co, Amir Noor Consulting Services, Park Avenue Securities LLC, United Financial Planning Group LLC, Cambium Group, Noor Light Enterprises LLC, and Amir Noor. Amir has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, Amir is part of United Financial Planning Group LLC, which operates out of Hauppauge, New York. The firm has 4 offices and 8 employees. The firm manages assets totaling $244.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Financial Planning Group LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

350 Motor Parkway Suite 300
Hauppauge, NY 11788-2981

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United Financial Planning Group LLC Brokerage Details

Total Assets Under Management

$244,355,449

NY Average: $7,464,549,021
Total Number of Employees

8

NY Average: 88
Total Number of Accounts

732

NY Average: 3,892
Average Account Size

$333,819

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Amir Noor Work History

2021 - Present (3 years)

United Financial Planning Group LLC

2021 - Present (3 years)

Amir Noor

2017 - Present (7 years)

Noor Light Enterprises LLC

2008 - Present (16 years)

Amir Noor Consulting Services

2020 - 2021 (1 year)

Cambium Group

2016 - 2020 (4 years)

Guardian Life Insurance Co

2015 - 2015 (< 1 year)

Guardian Life Insurance Co

2015 - 2017 (2 years)

Guardian Life Insurance Co

2014 - 2021 (7 years)

Park Avenue Securities LLC

Disclosures

Please visit the SEC profile of Amir Noor 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 Financial Planning Group LLC

Ryan Derousseau
Huntington Station, NY
Christine Backel
Whitestone, NY
Amir Noor
Hauppauge, NY
Gerard Barrasso
Hauppauge, NY
John Ferro
Hauppauge, NY

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.

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