AB
CFP
Abe William Bochner
37 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abe is the owner of a non-variable insurance business in Phoenix, AZ, since 1989. This activity is investment-related.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
April 2007 - Present · 18 yrs 9 mos
United Planners' Financial Services of America a Limited Partner Broker
August 1999 - Present · 26 yrs 5 mos
Previous Registrations
Nylife Securities INC.Broker
November 1988 - August 1999 · 10 yrs 9 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.