Royal
Standley
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Royal Standley is a financial advisor based in Medford, Oregon, working with United Planners' Financial Services Of America A Limited Partner. Royal has previously held positions at United Planners' Financial Services, Standley Family Trust, Great Pacific Trading Company, Everbank, Kingsview LLC, Royal Standley Inc, Maslow Project, Southern Oregon Business Network, Asante Foundation, Oregon Pacific Financial Advisors, Inc, Standley Living Trust, Rental Property, Latte Larry'S LLC, and Royal Standley. Royal has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Royal is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Medford, Oregon. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Royal Standley Work History
Latte Larry'S LLC
Standley Living Trust
Rental Property
Asante Foundation
Royal Standley Inc
United Planners' Financial Services
Standley Family Trust
Oregon Pacific Financial Advisors, Inc
Royal Standley
Southern Oregon Business Network
Everbank
Kingsview LLC
Great Pacific Trading Company
Maslow Project
Disclosures
Please visit the SEC profile of Royal Standley 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.
