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Advisor Services

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Funds Used With Clients

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Firm Client types



No timeline events available.
Employer Years Dates
House of 18 Pandas 5 years May 2013 - Present
United Planners' Financial Services 5 years, 2 months Mar 2013 - Present
Gruma Corporation 5 years, 7 months Oct 2012 - Present
LPL Financial LLC 1 year Feb 2012 - Feb 2013
The Investment Center Inc 5 months Jul 2011 - Dec 2011
Crown Capital Securities, Lp 1 year, 7 months Dec 2009 - Jul 2011
Laura Chang - Landlord 10 years, 5 months Dec 2007 - Present
Premier Wealth Management 10 years, 9 months Aug 2007 - Present
Kats Sushi 7 years, 1 month Jun 2004 - Jul 2011
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Laura Mae Chang?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
  • license status
  • disclosures
  • as of date
    May 4, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


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
    • $172.7K
      Estimated Average Account Balance


Types of Compensation Arrangements

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