Peter Keating
Peter Keating is a CFP, ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Columbia, MD, 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
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Average Client Portfolio
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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
10440 Little Patuxent Parkway, Ste 270, Columbia, MD, 21044
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Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Peter is the owner of Keating Financial Services, involved in non-variable insurance since 1998. He is also a managing member of Chesapeake Capital Associates, LLC, established to hold a partnership unit.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Capital Strategies LimitedBroker
Delta Equity Services CorporationBroker
State Registrations20 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.