Douglas Wilkinson
Douglas Wilkinson is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Phoenix, AZ, with 33 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
3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is a financial advisor with PFG Advisors LLC and spends a few hours per week as an onboarding specialist. He is also a relationship manager for PFG Insurance Agency, where he manages financial advisors and his insurance license is registered, but he does not sell insurance.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Proequities, INC.Broker
Investors Brokerage Services, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
One Group Dealer Services, INC.Broker
Banc One Securities CorporationBroker
440 Financial Distributors, INC.Broker
Ivy Mackenzie Distributors, INC.Broker
State Registrations1 state
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.