Angela Caballero
Angela Caballero is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Tucson, AZ, with 26 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
319 W. Simpson St., Tucson, AZ, 85701
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Angela is a notary public, sells life insurance and long-term care products, and is a financial advisor for PFG Advisors and Tucson Old Pueblo Credit Union. She also works as a financial planner for Ascension College Planning, owns rental property, is the grantor of the Caballero Trust, and participates in her homeowner's association.
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
Ascension College Planning, LLC
M. S. Howells & CO.Broker
Ashton Thomas Private Wealth
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Investment Professionals, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.