David Huckin
David Huckin is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 47 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
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (1)
Regulatory
December 1982Other Business ActivitiesSells Insurance
David is the president of Huckin Financial Group Inc., a DBA name for marketing purposes, since 2022. He also owns Huckin Travel Agency for personal use, and is the president of a non-variable insurance business since 2022.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
New England SecuritiesBroker
Huckin Financial Group, INC.
Aetna Life Insurance and Annuity CompanyBroker
Huckin Financial Group, INC.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations13 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.