Tiffany Erin Lum
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 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
19 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJul 2025 to now
- United Planners Financial ServicesJul 2025 to now
- Teal Financial Services LLCOct 2015 to now
- Tiffany LumDec 2014 to now
- Teal Tax Services LLCOct 2007 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Pfg Advisors-riaApr 2018 to Jul 2025
- Securities America, Inc.Dec 2016 to Jun 2024
- Cue Financial Group IncOct 2014 to Dec 2018
- Foothill Securities, Inc.Jan 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6285081
- Firm CRD
- 20804