Rebecca Bradley Paterik
Investment Adviser Representative at United Planners' Financial Services OF America A Limited Partner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca Bradley Paterik is an investment adviser representative with United Planners' Financial Services of America A Limited Partner in Dallas, TX, where they have been registered since 2010. They have worked in the securities industry since 1987 and have been registered with 3 firms, including NEXT Financial Group, Inc. and Maxwell Financial Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
4 states and territories
Colorado, Louisiana, New Mexico, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- DAVE Joiner, CPAJan 2009 – Jun 2023Dallas, TX
- United Planners Financial ServicesAug 2010 – no end date reportedScottsdale, AZ
- J. David Joiner CPAJan 2009 – Jun 2023Dallas, TX
- Podsednik & Company CPAJun 2023 – no end date reportedDallas, TX
- Rebecca Lynn Bradley PaterikAug 1983 – no end date reportedDallas, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Planners' Financial Services OF America A Limited Partner
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Program Fee Tier 10.19%
- Program Fee Tier 20.05%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 362
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-57198
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca Bradley Paterik has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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