Your Destination Hybrid Partner With Offices Nationwide Since 1987
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Order Routing Disclosure

United Planners routes 100% of our retail non-directed orders (defined as "held" orders) in National Market Systems (NMS) equities and options to our clearing broker, Pershing LLC, for further handling, routing and execution. We do not receive payment for order flow from Pershing or any market center.  For complete Order Routing information, please refer to and enter UNITED PLANNERS FNC'L SVCS AMER in the Broker-Dealer's Full Name box.  The data can be downloaded to either PDF or XML format by clicking on Export Report.