Marvin Petty
Marvin Petty is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Saginaw, TX, with 34 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
711 W. Bailey Boswell Rd., Ste. 102, Saginaw, TX, 76179
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Marvin is the owner of North Star Wealth Strategies and Marvin Petty, both involved in non-variable insurance since 2011. He also owns North Star Wealth Strategies LLC, a DBA for marketing United Planners business.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Weaver Tidwell Capital, LLCBroker
Oakbrook Financial Group, LLCBroker
Weaver Wealth Management
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
American Express Service CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.