Jacinta Philomena Gauvin
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 yearsExperience
1 stateRegistered 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.
- Jacinta GauvinJul 2024 to now
- Jacinta P Gauvin, Insurance AgentJul 2024 to now
- United Planners' Financial Services of America A Limited PartnerMay 2024 to now
- United Planners Financial ServicesMay 2024 to now
- You and I WeddingsMar 2017 to now
- Raymond James & Associates, Inc.Aug 2022 to May 2024
- Raymond James Financial Services AdvisorsMay 2022 to Aug 2022
- Raymond James Financial Services, IncJan 2021 to Aug 2022
- Securities America, IncJul 2018 to Jan 2021
- All About YouDec 2013 to Jul 2018
- Franklin Management CompanyNov 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6993591
- Firm CRD
- 20804