Christina Becker
Christina Becker is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 28 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
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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 →Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
First Financial Equity Corporation
First Financial Equity CorporationBroker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Sunamerica Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Dean Witter Reynolds INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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