Sledge
Killion

United Planners' Financial Services Of America A Limited Partner

CRD#269405
Investment Advisor
in Dallas, TX

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About this Advisor

Sledge Killion is a financial advisor based in Dallas, Texas, working with United Planners' Financial Services Of America A Limited Partner. Sledge has previously held positions at Transamerica Financial Advisors, Inc, Educators Resource Group, Signator Investors, Inc, United Planners Financial Services, and Sledge W. Killion. Sledge has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Sledge is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Dallas, Texas. 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

Series 63

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

Office Location

Dallas, TX

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

Total Assets Under Management

$9,326,336,708

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

570

TX Average: 37
Total Number of Accounts

43,221

TX Average: 1,370
Average Account Size

$215,783

TX Average: $1,135,308

Investment Advisory Services

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

Sledge Killion Work History

2016 - Present (9 years)

Signator Investors, Inc

2016 - Present (9 years)

United Planners Financial Services

1998 - Present (27 years)

Educators Resource Group

1998 - Present (27 years)

Sledge W. Killion

1998 - 2016 (18 years)

Transamerica Financial Advisors, Inc

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Disclosures

Please visit the SEC profile of Sledge Killion 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

Devin Wendel
Scottsdale, AZ
Babette Molina
Scottsdale, AZ
Charles Harrison
Roseville, CA
Jarrod Nunn
Scottsdale, AZ
Eric Christus
Scottsdale, AZ
Thane Walton
Scottsdale, AZ
Kenneth Brundage
Scottsdale, AZ
Tyler Pellerito
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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