Jacqueline Lee Flindall
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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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
21 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMay 2025 to now
- United PlannersMay 2025 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Pfg Advisors, LLCApr 2018 to now
- Cue Financial Group, Inc. Insurance SalesMar 2005 to now
- Jacqueline Lee FlindallMar 2005 to now
- Securities America, Inc.Dec 2016 to Jun 2024
- Foothill Securities, Inc.Aug 2009 to Dec 2016
- Cue Financial Group, Inc.Aug 2007 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 4937211
- Firm CRD
- 20804