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Diane Lloyd

United Planners' Financial Services OF America A Limited Partner

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About Diane Lloyd

Diane Lloyd is a financial professional with over 5 years of experience in the industry. Diane is registered with United Planners' Financial Services of America A Limited Partner and holds Series 63, Series 7, Series 24 and SIE licenses. Diane is dedicated to providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit sharing plans. Diane is committed to helping clients achieve their financial goals.

Firm Information

Diane Lloyd is currently registered with United Planners' Financial Services OF America A Limited Partner. United Planners' Financial Services OF America A Limited Partner is a registered investment advisor headquartered in Scottsdale, Arizona. Founded in 1987, the firm has a long history of providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. With over 450 licensed agents, investment advisor representatives, and registered representatives, United Planners provides a wide range of advisory services, including financial planning, pension consulting, and portfolio management. The firm manages over $9 billion in assets for its clients.
United Planners' Financial Services OF America A Limited Partner

7333 EAST DOUBLETREE RANCH RD, SUITE 120

SCOTTSDALE, AZ 85258

$9.33B

Assets Under Management

111

Total Clients

425

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diane Lloyd’s Registration & Firm History

AZ

08/31/2017 - Present

United Planners' Financial Services OF America A Limited Partner (PHOENIX AZ)

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Licenses & Designations

BC

Issued 09/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Lloyd.
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