John Rhoads
John Rhoads is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, 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
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (1)
Criminal
February 1988Other Business Activities
John is an agent/rep for Lifeline Estate Services Inc. since 2002, providing estate planning services.
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 Planners' Financial Services of America a Limited Partner
Cambridge Investment Research, INC.Broker
Ffp Securities, INC.Broker
Joseph Charles & Assoc., INC.Broker
Smith Barney INC.Broker
Vtr Capital, INC.Broker
R a F Financial CorporationBroker
Chelsea Street Securities, INC.Broker
State Registrations6 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.