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United Planners Financial Services
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People at United Planners Financial Services
105 on file (showing 60). Each links to their full profile, colleagues, and similar roles.
Barbara DodsonAssistantAlex KastrinakisRegistered RepresentativeDavid ShindelPresident & CEOKenneth ButzeBusiness OwnerShayne LesterInvestment Advisor RepresentativeKabir GangaharRRTom HoldridgeInvestment Advisor RepresentativeJoshua HeimsRegistered RepresentativeRob MashburnFinancial AdvisorMichael BakerExecutive Vice President and Chief Financial OfficerChristy Rhodes-MargaritisManager Advisor SupportRichard SchoelchFinancial AdvisorEric KodishRegistered RepresentativeDavid BackalPresidentRichard HemingwayFinancial Advisor/Wealth Management AdvisorJimi SmithAVP SupervisionChina AllenPartner Development ConsultantRenee RaelHome Office OSJ ManagerStephanie DillehayHome Office OSJ ManagerJosephine ChoyIT Product ManagerStephanie BarrettRegional Compliance AnalystBridget GaughanGeneral CounselBilly OliverioSenior Vice President - Chief Marketing OfficerCora RootMarketing Consultant with United Planners Financial Services member FINRA, SIPCDave HauerAssistant Vice President, Compliance/AML OfficerMariah RawlsCompliance AssistantMari NaitoPartnerPhil WheatCERTIFIED FINANCIAL PLANNER™/ Registered PrincipalWalter WorleyInvestment Adviser RepresentativeAndie LacsonCompliance AnalystJim GroseRegistered RepresentativeDoug HallChief Compliance OfficerChad ShindelAccounting ManagerNancy LovelandCertified Financial Planner™Dale BucknerRegistered PrincipalAmy BunkerRegistered PrincipalAaron GrahamRegistered RepresentativeMary GiesRegistered PrincipalCraig WrightInvestment Advisory RepresentativeDavid McLenachenInvestment Advisor Representative/Registered PrincipalMatt WilsonRegistered RepresentativeKen KramerRegistered RepresentativeGreg OdaRegistered RepresentativeSonja LockhartPartner Development CoordinatorEric HemingwayFinancial Advisor/Wealth Management AdvisorScott O'KeeffeAVP, Partner DevelopmentBabette MolinaInvestment Advisory Specialist & Business AnalystChristy MargaritisBusiness Solutions ManagerNic WhiteRegistered RepresentativeHerman Cfp?Investment Advisor Representative and Registered RepresentativeKevin HigdonInvestment AdvisorSean SweeneyWealth Manager & Manager of Client ServicesCipriano GomezPartner Development ConsultantChristopher Cfp?Financial PlannerMark HaimerlInvestment Adviser RepresentativeRon NaumannRegistered Representative.Richard NilmeierRegistered RepBrian GranvilleRegistered RepresentativeChristopher QuincyCompliance AnalystLisa GalloCertified Financial Planner