Sharon
Killion

United Planners' Financial Services Of America A Limited Partner

CRD#2845629
Investment Advisor
in Dallas, TX
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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

Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6440 N. Central Expressway #315
Dallas, TX 75225

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$2,818,763,298

TX Average: $1,555,372,352
Total Number of Employees

442

TX Average: 37
Total Number of Accounts

18,251

TX Average: 1,370
Average Account Size

$154,444

TX Average: $1,135,308

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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.

2016 - Present (3 years)

Sks Retirement Solutions

2016 - Present (3 years)

Signator Investors, Inc

2016 - Present (3 years)

United Planners Financial Services

2016 - Present (3 years)

Educators' Resource Group

2011 - 2016 (5 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

Independent Insurance Agent

2009 - 2011 (2 years)

Brilliant Success Marketing Sales

2008 - 2009 (1 years)

Indawo Investment Trusts

Disclosures

Sharon Killion has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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