Anthony Dastice
Anthony Dastice is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Anthem, AZ, with 31 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3428 W Anthem Way, Anthem, AZ, 85086
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a financial advisor for Copper State Credit Union and Copper State Wealth Management, and an IAR for PFG Advisors. He also engages in insurance and annuity sales through Highland Capital Pacific Southwest Financial, dedicating full-time hours to this activity.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Banc of America Investment Services, INC.Broker
Abn Amro Investment Services, INC.Broker
Laughlin Group Advisors, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.