Jimmy Suh
Jimmy Suh is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Torrance, CA, with 32 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
1511 Cravens Avenue, Torrance, CA, 90501
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Regulatory History (1)
Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Jimmy has multiple business activities, including providing annuity and life insurance support through Highland Capital and Capitas Financial. He also works with PFG Advisors LLC as an advisor and trainer, dedicating about a quarter of his time to advisory work and minimal time to training, and works as a Private Wealth Manager for the University of Southern California, dedicating about a quarter of his time.
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
Mirae Asset Wealth Management (USA) INC.Broker
Mirae Asset Wealth Management (USA) INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wm Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bhcm INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.