Deborah Eggleston
Deborah Eggleston is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Centennial, CO, 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
6851 S. Gaylord St., #2437, Centennial, CO, 80122
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Regulatory History (1)
Customer Dispute
February 2020Other Business ActivitiesSells Insurance
Deborah is an agent/broker for non-variable insurance since 2020 and owns real estate properties since 2015. She also uses "The Partners Group" as a DBA name for marketing purposes.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Sunset Financial Services, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Sunset Financial Services, INC.Broker
Signator Investors, INC.Broker
Nylife Securities INC.Broker
Multi-Financial Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan 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.