Leah Brooks Waldrip
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2026 to now
- United Planners Financial ServicesJul 2026 to now
- LPL Enterprise, LLCSep 2024 to Jul 2026
- LPL Financial LLCMay 2022 to Jul 2026
- Vip KidMar 2019 to Sep 2019
- Raymond James & AssociatesJul 2017 to May 2022
- LPL FinancialJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (AZ, FL).
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
- 4403104
- Firm CRD
- 20804