Victor Guadiana
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 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
13 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMar 2026 to now
- United Planners Financial ServicesMar 2026 to now
- UnemployedMar 2026 to Mar 2026
- Cetera Investment Advisers LLCSep 2025 to Feb 2026
- Cetera Advisors LLCAug 2024 to Feb 2026
- Cetera Financial Specialists LLCAug 2024 to Feb 2026
- Cetera Investment Services LLCAug 2024 to Feb 2026
- Cetera Wealth Services, LLCAug 2024 to Feb 2026
- Avantax Advisory ServicesNov 2020 to Sep 2025
- Avantax Investment Services, Inc.Nov 2020 to Sep 2025
- Institutional Securities CorpNov 2015 to Nov 2020
- ISC Group, Inc.Aug 2013 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6239869
- Firm CRD
- 20804