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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
United Planners' Financial Services 6 years, 7 months Dec 2011 - Present
Penniall & Associates 6 years, 8 months Nov 2011 - Present
South Lake Avenue Securities Corporation 1 year, 9 months Jan 2006 - Oct 2007
Western International Securities, Inc. 10 years, 9 months Mar 1999 - Dec 2009
Are You
James Edward Altenbach?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 27, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 3, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Planners' Financial Services of America A Limited Partner

Last updated on Sept. 5, 2017
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 14K
      Accounts
    • $172.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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