Zachary Daniels
Zachary Daniels is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Wallingford, CT, with 11 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
85 Barnes Rd, Ste 212, Wallingford, CT, 06492
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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 →Other Business ActivitiesSells Insurance
Zachary is a producer of non-variable insurance through Tribute Financial and directly. He is also a partner in Testament, LLC, involved in real estate, works as a laborer for Keystone Building, operates under the DBA Tribute Financial, and is an associate at Tribute Tax and Accounting LLC.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.