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United Planners Financial Services
About the Company
Financial Service
San Antonio, TX
Employees
15
Job Titles
13
Description
None available.
Popular Employees
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Dale Buckner
Registered Principal
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Doug Hall
Chief Compliance Officer
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Jeannette Vernia
Sr. Vice President
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Diann Cassidy
Registered Principal
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Mary Gies
Registered Principal
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Susan McMillan
Home Office OSJ Manager
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David McLenachen, AIF
Investment Advisor Representative/Registered Principal
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Michael Baker
Executive Vice President and Chief Financial Officer
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Christy Rhodes-Margaritis
Business Solutions Manager
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Chris Doyle
Owner/President
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Company Summary
Address
4007 McCullough Avenue
San Antonio, TX 78212
Industry
Financial Service
Estimated Revenue
1M - 5M
Company Size
11-50 employees
Website
unitedplanners.com
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