Link
Cotham
United Planners' Financial Services Of America A Limited Partner
Answer a few questions and
get matched with an advisor.
About this Advisor
Link Cotham is a financial advisor who works out of Norman, Oklahoma with 2 years of industry experience. Cotham works at United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Cotham has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Ponca City Ymca, Ponca City Country Club, Irons, Inc, Cotham Farms, Ameriprise Financial Services Inc, Communities Foundation Of Oklahoma, United Planners Financial Services and Link Cotham. Cotham has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska, Oklahoma and Texas. United Planners' Financial Services Of America A Limited Partner is a registered investment business headquartered in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 advisors. It oversees $6 billion in total assets among its 50,361 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is offered. However, fee types charged by United Planners' Financial Services Of America A Limited Partner likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Link Cotham Work History
Link has been registered as a financial advisor for 2 years.*
Communities Foundation Of Oklahoma
United Planners Financial Services
Irons, Inc
Cotham Farms
Link Cotham
Ameriprise Financial Services Inc
Ponca City Country Club
Ponca City Ymca
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Link Cotham 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
Cypress, CA
Scottsdale, AZ
Matthews, NC
Salisbury, NC
Scottsdale, AZ
Minnetonka, MN
Ferndale, WA
Scottsdale, AZ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
