Newport Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
20101 SW Birch St, Ste 130 D
Newport Beach CA 92660
Advisors at this office
2
Advisors at this office
Aaron P
Series 66
Newport Beach, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.
John C
Series 63, Series 65
Newport Beach, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
John Carter is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been involved with multiple firms, including Royal Financial and GRE Development, Inc. Outside of his advisory roles, he owns and operates Carter Financial, focusing on non-variable insurance. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm offers an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based financial planning, portfolio management, and brokerage solutions.
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