Barry Carson Eller
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2025 to now
- United PlannersAug 2025 to now
- Essential Edge Compliance ConsultingMar 2025 to Jul 2025
- UnemployedJan 2025 to Mar 2025
- Cambridge Investment Research Advisors, Inc.Aug 2020 to Jan 2025
- Cambridge Investment Research, Inc.Aug 2020 to Jan 2025
- TD AmeritradeMay 2018 to Jul 2020
- Colonial Life and AccidentDec 2017 to Mar 2018
- UnemployedDec 2016 to Dec 2017
- Bbva Securities IncAug 2015 to Dec 2016
- Bbva Wealth Solutions Inc.Aug 2015 to Dec 2016
- Compass BankJun 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (AZ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1668492
- Firm CRD
- 20804