Investors apparently complained about securities broker Aaron Pierce Sevigny [CRD: 4314368, Bonita Springs, Florida], according to publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Sevigny has been registered with United Planners Financial Services of America (United Planners) as a securities broker since August 21, 2006, and as a financial advisor since August 25, […]

Investors apparently complained about securities broker Aaron Brian Graham [CRD: 3167246, Scottsdale, Arizona], based on publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Aaron Graham worked for United Planners’ Financial Services of America A Limited Partner beginning August 2, 2005, and has also been registered with AG Financial since April 19, 2006. Continue […]

One or more investors possibly experienced losses because of securities broker Carl Damien Gill [CRD: 1076361, Troy, Michigan], according to disclosures on FINRA BrokerCheck. Evidently, Gill worked for United Planners’ Financial Services of America from November 14, 2011, to December 4, 2015. Keep reading to learn more about Gill’s disclosures and the disputes that investors […]

Investors apparently complained about securities broker Cary Edward Urich [CRD: 2132001, Greenville, South Carolina], based on public information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Urich joined Vanderbilt Securities LLC, Consolidated Portfolio Review Corp, and Vanderbilt Advisory Services, all located in Greenville, South Carolina, in 2024-2025. He previously worked with United Planners’ Financial Services of […]