Julian
Busby
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Julian Busby is a financial advisor based in Matthews, North Carolina with a total of 15 years of relevant experience. Busby is currently employed by United Planners' Financial Services Of America A Limited Partner. Over the course of their career, they have held roles at United Planners' Financial Services and Carolina Financial Partners. Busby has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. United Planners' Financial Services Of America A Limited Partner is a business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 advisors. It has $6 billion in total assets among its 50,361 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. However, fee types charged by United Planners' Financial Services Of America A Limited Partner most 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
Julian Busby Work History
Julian has been registered as a financial advisor for 15 years.*
United Planners' Financial Services
Carolina Financial Partners
*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 Julian Busby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.