CK
CFP
CK
CFP

Christopher Kitchens

1 Year of Experience
Carrollton, GA
BrokerSells Insurance

Christopher Kitchens is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Carrollton, GA, with 1 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
533 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K

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.

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Location

209 Corporate Dr., Ste. 200, Carrollton, GA, 30117

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an associate pastor at Hope Church and owns Hound Hogs BBQ Supply, Inc. He is also the CEO of B&B Kitchens Family, Inc., an agent for Christopher Blake Kitchens, and an owner of Kitchens & Clifford, LLC, all related to non-variable insurance.

Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
December 2024 - Present · 1 yr 9 mos
State Registrations3 states
ALGATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Kitchens - Financial Advisor | TrueAdvisor