Marana, AZ Office

Team
Updated today

Client AUM

$12,320,030,643

Clients

30,039

Advisors

2

Of 365 advisors across 204 offices

Location

Marana AZ

Advisors at this office

2

Advisors at this office

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Randolph M

Series 63, Series 65, Series 66

Marana, AZ

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Randolph Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include work with Securities Service Network and operating under his own name, Randolph S. Moore. He is also involved in financial coaching and tax preparation services in Scottsdale and Marana, Arizona. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers, primarily managing non-discretionary assets.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Tyra M

Series 63, Series 65, Series 66

Marana, AZ

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Tyra Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at SSN Advisory, Inc. and Securities Services Network. Outside of her advisory duties, she owns and operates More4UTaxSolutions, providing tax preparation, accounting, and bookkeeping services, and offers consulting services related to divorce through her firm More4uSolutions. 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 third-party money managers, focusing primarily on non-discretionary asset management, and offers both fee-based and commission-based options through its network of independent advisors.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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