Margaret Verdery Little
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
31 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
31 years in the industry.
- Margaret Little, CdfaJan 2021 to now
- Greenwich Partners, LLCMar 2019 to now
- United Planners' Financial Services of America A Limited PartnerMar 2015 to now
- Equestrian Sports JudgeApr 2012 to now
- US Equestrian FederationApr 2012 to now
- Collaborative Divorce Solutions of TidewaterNov 2011 to now
- Finra - Consultant/arbitratorAug 2004 to now
- United Planners Financial ServicesOct 2003 to now
- Margaret Verdery LittleFeb 1995 to now
- Virginia Financial PlanningMar 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 2553393
- Firm CRD
- 20804