Marta
Amaton
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Marta Amaton is a financial advisor based out of Napa, California with 7 years of relevant experience. Amaton is currently employed by United Planners' Financial Services Of America A Limited Partner. During their career, Amaton has held roles at Marta Amaton - Rental Property, Jacobson Wealth Management, Jacobson Wealth Management & Insurance Services, Marta Cornejo - Financial & Ins Svs, Marta Amaton - Executor/Will, Napa Valley Support Services, Napa Valley Share The Care, Vezer Family Vineyard, Rental Property, Marta Amaton, City Of Napa Recreation & Cultural Contractor/Napa Senior Center, Transamerica Financial Advisors, Inc, Marta Amaton - Independent Insurance, Marta Amaton - Makeup Consultant and United Planners' Financial Services. Amaton maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. United Planners' Financial Services Of America A Limited Partner is a registered investment company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It oversees $6 billion in total assets between its 50,361 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. United Planners' Financial Services Of America A Limited Partner performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which service is provided. Fees charged by United Planners' Financial Services Of America A Limited Partner likely are 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
Marta Amaton Work History
Marta has been registered as a financial advisor for 7 years.*
Marta Amaton - Executor/Will
United Planners' Financial Services
Vezer Family Vineyard
Jacobson Wealth Management
Jacobson Wealth Management & Insurance Services
Marta Amaton
City Of Napa Recreation & Cultural Contractor/Napa Senior Center
Rental Property
Napa Valley Share The Care
Marta Amaton - Rental Property
Napa Valley Support Services
Marta Amaton - Rental Property
Marta Cornejo - Financial & Ins Svs
Transamerica Financial Advisors, Inc
Marta Amaton - Independent Insurance
Marta Amaton - Makeup Consultant
*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 Marta Amaton 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
Sumner, IA
Cypress, CA
Salisbury, NC
Scottsdale, AZ
Minnetonka, MN
Ferndale, WA
Matthews, NC
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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.
