David Masterman
David Masterman is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 39 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
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Regulatory History (1)
Customer Dispute
November 2010Other Business ActivitiesSells Insurance
David owns Masterman Agency (marketing), Masterman Farm (family farm administration), and Masterman Properties (real estate). He also works as an agent selling non-variable insurance.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Securities Alliance, INC.
Royal Alliance Associates, INC.Broker
United Securities Alliance, INC.Broker
Intervest International Equities CorporationBroker
Woodbury Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.