Cary
Urich
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Cary Urich is a financial advisor working in Greenville, South Carolina who has 6 years of industry experience. Urich works at United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Urich has held roles at H. Beck, Inc, Em- Greenville, Mallard Creek Hoa, Cary E. Urich Independent Insurance, Streamline Asset Management, LLC, United Planners Financial Services, Wealthvest (Fmo/Imo) and Crump (Fmo/Imo). Urich maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. United Planners' Financial Services Of America A Limited Partner is a registered investment company based in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 people on staff. It handles $6 billion in assets under management across its 50,361 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 83 charities and foundations. Of its 50,361 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. Fees charged by United Planners' Financial Services Of America A Limited Partner likely consist 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
Cary Urich Work History
Cary has been registered as a financial advisor for 6 years.*
Em- Greenville
Cary E. Urich Independent Insurance
Streamline Asset Management, LLC
United Planners Financial Services
Streamline Asset Management, LLC
Mallard Creek Hoa
Wealthvest (Fmo/Imo)
Crump (Fmo/Imo)
H. Beck, Inc
*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 Cary Urich 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
Cypress, CA
Sumner, IA
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.
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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.
