Justin Christopher sam Stanford
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 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
10 years in the industry.
- Justin StanfordOct 2024 to now
- United Planners' Financial Services of America A Limited PartnerAug 2024 to now
- United Planners Financial ServicesAug 2024 to now
- Stanford EnterprisesAug 2022 to now
- Classic Cooking AcademyAug 2019 to Jun 2020
- Rover Dog SitterDec 2018 to Aug 2020
- The Vanguard Group, Inc.Feb 2016 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent 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
- 6526526
- Firm CRD
- 20804