Eric Landon Christus
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 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
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMar 2022 to now
- United PlannersMar 2022 to now
- Eric L ChristusJan 2022 to now
- Brightphoenix Management LLC, Aka BrightwealthJan 2022 to Dec 2024
- First Financial Equity CorporationFeb 2018 to Mar 2022
- MML Investors Services, LLCSep 2016 to Feb 2018
- Mass Mutual Financial GroupAug 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
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
- 6707533
- Firm CRD
- 20804