Michael Davies
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
3 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Michael Davies? Claim your profile
Contact this firm
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
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMar 2023 to now
- United Planners Financial ServicesMar 2023 to now
- Michael DaviesFeb 2023 to now
- Cambridge Investment Research, Inc.Aug 2014 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, 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
- 6383511
- Firm CRD
- 20804