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James S
Series 63, Series 65
Shenandoah, TX
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
James Shock is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Trilogy Wealth Management and Trilogy University, and has operated his own practice, Shock Financial Group, since 1989. He is also involved in non-variable insurance ownership in Shenandoah, TX. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial planning and portfolio management services through a network of 477 independent advisors.
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