The Key to Scalability, Profitability and Practice Efficiency
Custodial Choice Means Lower Costs to Clients...
Download our complimentary white paper and learn how open-architecture can provide you with more choices and a greater opportunity to grow your practice.
We take pride in our investment advisory open-architecture by avoiding the following conflicts:
- No Proprietary Platforms
- No Mark-Ups
- No Revenue-Sharing
United Planners is advisor owned and adamantly not for sale. This is your destination independent hybrid broker-dealer and RIA friendly firm servicing consummate financial professionals, with offices nationwide, since 1987.
Looking for a Broker-Dealer with Great Pricing, Custodial Choices, and No Markups? Contact United Planners Partner Development for a consultation on how open architecture can be of value to you and your clients. Call us at 800-966-8737.