Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Location
Johnstown, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
35 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.
Allan MacVean
2020 - Present (6 years)
United Planners' Financial Services of America a Limited Partner
2020 - Present (6 years)
SSN Advisory Inc
2011 - 2020 (9 years)
Securities Service Network
2011 - 2020 (9 years)
FIXED LIFE INSURANCE
1990 - Present (36 years)
Mohawk Valley Board Sports Officials
1979 - 2025 (46 years)
Gloversville Enlarged School District
1975 - Present (51 years)
Hfm Boces
1975 - Present (51 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 65
Gloversville, NY
Conservative Equity Investment Advisors
Series 63, Series 65
Tribes Hill, NY
Ascent Wealth Partners, LLC
CFP®, Series 66
Amsterdam, NY
Mariner Wealth
Series 63, Series 66
Amsterdam, NY
key Investment Services LLC
Series 63, Series 65
Canajoharie, NY
Primerica Advisors
Series 63, Series 66
Gloversville, NY
Wells Fargo Clearing
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