Bridgette D Gavagan

United Planners' Financial Services of America a Limited Partner

17 Years of Experience

View SEC Summary

Firm Information

United Planners' Financial Services of America a Limited Partner

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

20250 N. 59th Ave Suite 102, Glendale, AZ, 85308

Get directions

Regulatory 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.

Other Business ActivitiesSells Insurance

Bridgette is an insurance producer since 2017, dedicating a few hours per week to insurance sales. She also works nearly full-time as an IAR with PFG Advisors since 2015 and spends minimal time on data collection/entry for EstateDocsPro and managing a rental property.