United Planners (UP) is a full service Independent Broker-Dealer and RIA, structured as a Limited Partnership. Qualifying representatives share in the firm’s profits annually and receive top payouts. Advisors enjoy the advantages of a small firm atmosphere with large firm benefits. Voting rights by advisors allow the firm to remain ADAMANTLY NOT FOR SALE.
Personalized service is key to the unique culture which has manifested itself as a direct result of the high-quality advisors and talented back-office personnel who make up the partnership. Technology and great service are the favored features commonly highly regarded by its affiliated persons.