Catherine Camille Doney
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Catherine Camille Doney? Claim your profile
Contact this firm
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.
- Java MommaFeb 2026 to now
- FarmasiDec 2025 to now
- Heart + SoulJun 2024 to now
- Red AspenFeb 2024 to now
- United Planners' Financial Services of America A Limited PartnerSep 2021 to now
- United Planners Financial ServicesSep 2021 to now
- Zyia ActiveAug 2023 to Aug 2024
- Park Lane JewelryMay 2023 to Jun 2024
- Domestic Goodness, LLCApr 2023 to Jan 2025
- FarmasiSep 2022 to Feb 2024
- Pampered ChefMar 2022 to Apr 2026
- LPL Financial, LLCMay 2021 to Aug 2021
- Waddell & Reed, IncMar 2016 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 4816854
- Firm CRD
- 20804