Michael Alexander
Michael Alexander is a ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Houston, TX, with 36 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
16403 Park Ten Place, Houston, TX, 77084
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Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Michael sells and services insurance products, dedicating a few hours per week to this activity. He also works full-time as a financial advisor for First Service Credit Union and PFG Advisors, focusing on sales and service of investments, financial planning, and securities.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Financial Network Investment CorporationBroker
Commonwealth Financial NetworkBroker
Financial Network Investment CorporationBroker
Swbc Investment CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations5 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.