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
Millville, UT 84326
Credentials
Series 63, Series 65
Industry experience
28 years
Financial planning and consulting fees may be charged as fixed fees, negotiated individually.
Commission-based products available through IARs acting as Registered Representatives; commissions vary and may offset financial planning fees.
Financial planning and consulting fees may be charged on an hourly basis or fixed fee, negotiated individually.
Fee-only: Financial Planning/Consulting Fees negotiated individually; Advisory Fees negotiated individually up to a maximum of 3.0% annually; no predetermined or structured fee schedules at the firm level.
United Planners' Financial Services
2014 - Present (12 years)
Nichols Capital
2005 - Present (21 years)
Nichols International dba Outdoorsman.com
1998 - Present (28 years)
Jared Nichols Insurance
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Providence, UT
Edward Jones
Series 66
Logan, UT
Fidelity
Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.
Series 63, Series 66
Smithfield, UT
Edward Jones
CFP®, ChFC®, Series 66
Brigham City, UT
Edward Jones
Series 66
Brigham City, UT
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Brigham City, UT
Edward Jones
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