Daniel Parks
Daniel Parks 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 Rd, Ste 120, Scottsdale, AZ, 85258
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Regulatory History (1)
Employment Separation After Allegations
April 2012Other Business ActivitiesSells Insurance
Daniel is an agent for non-variable insurance since 2020 and a registered securities principal, principal, partner, and managing partner at Entrust Wealth Management since 2013. He is also a referral partner for EstateDocs Pro since 2024.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Entrust Wealth Management
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Brookstreet Securities CorporationBroker
Linsco/private Ledger CORP.Broker
CUNA Brokerage Services, INC.Broker
Zions Investment Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations11 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.