James Richard Marsh
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
24 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
24 years in the industry.
- Sunnyhill FinancialMar 2024 to now
- United Planners' Financial Services of America A Limited PartnerMay 2015 to now
- United Financial Center, LLCNov 2014 to now
- United Planners' Financial ServicesOct 2012 to now
- James MarshOct 2005 to now
- Rocket Mortgage Loan OriginatorMar 2022 to Mar 2024
- Amazon.comJun 2012 to Dec 2021
- Church of Jesus Christ of Latter Day Saints - Lakeside WardJan 2012 to Oct 2023
- AmwayOct 2002 to Dec 2021
- Amway DistributorOct 2002 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
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
- 4867938
- Firm CRD
- 20804