Financial Advisor

Terry Farrar

United Planners' Financial Services Of America A Limited Partner

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Locations

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Road 120

Scottsdale AZ 85258

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United Planners' Financial Services Of America A Limited Partner

2041 Avenue F Ste A

Bay City TX 77414

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Locations

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Road 120

Scottsdale AZ 85258

More Info

United Planners' Financial Services Of America A Limited Partner

2041 Avenue F Ste A

Bay City TX 77414

More Info

About

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Fiduciary Status

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Languages

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Memberships

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Experienced with

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Hobbies and Interests

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Qualifications

Certifications

  • Certified Financial Planner

Financial Exams

S65 - Uniform Investment Adviser Law Examination - 1999-05-07

S63 - Uniform Securities Agent State Law Examination - 1992-11-19

Education

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Approximate Fees

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Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Hourly charges

A percentage of assets under management

Commissions

Fixed fees

Hourly charges

A percentage of assets under management

Commissions

Fixed fees

Disclosures

1

Events

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