United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Sharon Killion is a chartered financial consultant who works out of Dallas, Texas, with a total of 10 years of work experience. Killion works at United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Indawo Investment Trusts, Transamerica Financial Advisors, Inc, Independent Insurance Agent, Brilliant Success Marketing Sales, Sks Retirement Solutions, Signator Investors, Inc, United Planners Financial Services and Educators' Resource Group. Killion holds a Series 63 license, which qualifies them as a securities agent, and is approved to operate in Texas. United Planners' Financial Services Of America A Limited Partner is a registered investment company operating out of Dallas, Texas. The company has offices in 143 locations and a total of 442 advisors. It manages $3 billion in assets under management across its 18,251 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 39 charitable organizations. Of its 18,251 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services are based on the type of services. However, fees billed by United Planners' Financial Services Of America A Limited Partner most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sharon Killion Work History
Sharon has 10 years of experience.
Sks Retirement Solutions
Signator Investors, Inc
United Planners Financial Services
Educators' Resource Group
Transamerica Financial Advisors, Inc
Independent Insurance Agent
Brilliant Success Marketing Sales
Indawo Investment Trusts
Sharon Killion has no disclosures.
Please visit their SEC profile for more details.