Carlee Elizabeth Hughes
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 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
13 years in the industry.
- Carlee HughesOct 2021 to now
- Carlee ReedOct 2021 to now
- United Planners' Financial Services of America A Limited PartnerSep 2021 to now
- United Planners Financial ServicesApr 2021 to now
- United Financial Center, LLCMay 2019 to now
- Urological Associates of Southern ArizonaMay 2017 to May 2019
- Don Stoker, CpaFeb 2017 to Apr 2017
- Arizona Museum of Natural HistoryOct 2016 to Feb 2017
- Rio Salado Community CollegeMar 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7101085
- Firm CRD
- 20804