Gregory Clark Collins
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
15 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
15 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2022 to now
- United Planners Financial ServicesMar 2022 to now
- Royal Alliance Associates, Inc.Nov 2020 to Mar 2022
- Horner, Townsend & Kent, LLCApr 2020 to Nov 2020
- Penn Mutual Life Insurance CompanyApr 2020 to Nov 2020
- Pruco Securities, LLCNov 2018 to Mar 2020
- The Prudential Insurance Company of AmericaNov 2018 to Mar 2020
- Waddell & Reed, Inc.Mar 2011 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5226909
- Firm CRD
- 20804