Todd Lerner
Todd Lerner is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Valencia, CA, with 18 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
28055 Smyth Drive, Valencia, CA, 91355
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2013Criminal
March 1999Other Business ActivitiesSells Insurance
Todd is a life and health agent at LBW Insurance and Financial Services, and also an Investment Advisor Representative with PFG Advisors. He dedicates nearly full-time hours to these activities, which include offering advisory services and portfolio management.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Cue Advisory Services, INC.
Securities America, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Pacific Financial Strategies, INC
Investment Advisors
Proequities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations12 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.