John Griffith
John Griffith is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Eugene, OR, with 10 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
488 E. 11th Ave, Eugene, OR, 97401
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Regulatory History (1)
Financial
January 2019Other Business ActivitiesSells Insurance
John is a financial advisor at Capitas, OCCU, and PFG Advisors, providing insurance and investment services. He also serves as a successor trustee for The Danley Family Trust, which will require minimal time until his uncle passes.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations8 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.