Kenneth
Davis

United Planners' Financial Services Of America A Limited Partner

CRD#808938
Investment Advisor
in Matthews, NC

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About this Advisor

Kenneth Davis is a financial advisor working out of Matthews, North Carolina with 3 years of relevant experience. Davis is an employee of United Planners' Financial Services Of America A Limited Partner. Davis has gained experience at Woodstock Financial Group and United Planners Financial Services. Davis holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in South Carolina. United Planners' Financial Services Of America A Limited Partner is a financial advisory business that has its headquarters in Scottsdale, AZ. It has offices in 209 locations and a total of 567 people on staff. It manages $6 billion in assets under management across its 50,361 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services provided. Fees billed by United Planners' Financial Services Of America A Limited Partner most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

250 N. Trade St Suite 301
Matthews, NC 28105

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

Total Assets Under Management

$6,085,656,351

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

567

NC Average: 37
Total Number of Accounts

50,361

NC Average: 1,370
Average Account Size

$120,841

NC 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

Kenneth Davis Work History

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

2020 - Present (4 years)

United Planners Financial Services

2007 - 2020 (13 years)

Woodstock Financial Group

*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 Kenneth Davis 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
Derek Strong
Minnetonka, MN
Randolph Moore
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Mark Giraud
Cypress, CA
Tyler Pellerito
Scottsdale, AZ
Carlee Reed
Scottsdale, AZ
Daniel Sullivan
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.

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