Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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Firm
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Location
Mansfield Center, CT 06250
Credentials
Series 66
Industry experience
20 years
Xerxes Nabong is a financial advisor at United Planners' Financial Services of America with 20 years of industry experience and a Series 66 designation. His career includes roles at Greenwich Partners, LLC and PXP LLC, and he has been involved in entrepreneurial ventures such as operating escape room businesses in Virginia. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.
$0+: Advisory Fee negotiated individually, up to 3.0% annually maximum $0+: Pershing Program Fee (tiered): ranges 0.19% to 0.05% depending on size; minimum $125/year billed quarterly $0+: TPC Admin Fee: $8 per account per month $0+: Pershing UPlan Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum $0+: Pershing UPlan II Program Fee (tiered): 0.12% to 0.05% with $125 annual minimum $0+: Pershing DIY Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum
Commission-based products available through BD capacity; commissions vary by product.
Financial Planning/Consulting Fees may be hourly; negotiated individually.
Account minimum: $10,000 for some account types; $25,000 for others; $100,000 for others; varies by account type and custodian; exceptions may be granted case-by-case Fee-only: Financial Planning/Consulting Fees can be fixed or hourly; negotiated individually; can be one-time or ongoing; initial deposit up to half of fee may be requested.
205 Storrs Rd
Mansfield Center, CT 06250
Connecticut · Texas · Virginia
SELF - RENTAL PROPERTY
2023 - 2024 (1 year)
Greenwich Partners, LLC
2019 - Present (7 years)
PXP LLC
2018 - Present (8 years)
Escape Room Virginia Peninsula
2016 - 2022 (6 years)
United Planners' Financial Services
2016 - Present (10 years)
Escape Room Virginia Beach, LLC
2015 - 2022 (7 years)
Rocket Fuel
2014 - 2016 (2 years)
PERSONAL
2014 - 2024 (10 years)
Virginia Beach Rental Property
2014 - 2023 (9 years)
Yelp INC.
2012 - 2018 (6 years)
Virginia Financial Planning
2011 - 2020 (9 years)
Virginia Financial Planning
2011 - 2020 (9 years)
Xerxes L. Nabong
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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