Ramin
Ghaffari
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Ramin Ghaffari is a financial advisor working out of Plano, Texas who has 7 years of industry experience. Ghaffari is on the advisory team at United Planners' Financial Services Of America A Limited Partner. During their career, the advisor has held roles at Signator Investors, Inc, United Planners Financial Services, Ron Ghaffari, Independent Agent, Ron Ghaffari And Associates, LLC and Transamerica Financial Advisors, Inc. Ghaffari has a Series 63 license, which qualifies them as a securities representative, and is able to work in Texas. United Planners' Financial Services Of America A Limited Partner is a registered investment business operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 financial advisors. It oversees $6 billion in assets between its 50,361 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 83 charitable organizations. Of its 50,361 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner has a number of services, including 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 services offered. However, fee types billed by United Planners' Financial Services Of America A Limited Partner can be comprised 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
Ramin Ghaffari Work History
Ramin has been registered as a financial advisor for 7 years.*
Ron Ghaffari And Associates, LLC
Signator Investors, Inc
United Planners Financial Services
Ron Ghaffari, Independent Agent
Transamerica Financial Advisors, 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 Ramin Ghaffari 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
Scottsdale, AZ
Scottsdale, AZ
Minnetonka, MN
Salisbury, NC
Matthews, NC
Scottsdale, AZ
Ferndale, WA
Sumner, IA
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.
