Best Investors Account Sign in
Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
  • TX RA
    APPROVED
    Since 2022-01-04

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

4265 San Felipe Ste. 510, Houston, TX 77027 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huckin Financial Group Houston TX 02/1981 Present
United Planners Financial Services Scottsdale AZ 01/2022 Present
David Huckin Houston TX 01/2022 Present
  • 02/1981 → Present
    Huckin Financial Group
    Houston, TX
  • 01/2022 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2022 → Present
    David Huckin
    Houston, TX
Previous Registrations
  • 1983-08-23 → 2021-12-31
    Huckin Financial Group, Inc.
    Houston, TX
    Houston, TX
    Corona Del Mar, CA
Other Businesses

1.) HUCKIN FINANCIAL GROUP INC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - HOUSTON, TX - SINCE 01/2022 - INVESTMENT RELATED 2.) HUCKIN TRAVEL AGENCY - OWNER - TRAVEL AGENCY USED FOR PERSONAL REASONS, NO INCOME OR EXPENSES GENERATED IN THE PAST 3 YEARS - HOUSTON, TX - SINCE 01/1990 - NOT INVESTMENT RELATED 3.) DAVID HUCKIN - PRESIDENT - NON-VARIABLE INSURANCE - HOUSTON, TX - SINCE 01/2022 - INVESTMENT RELATED

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor