Timothy Mangus
Timothy Mangus is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Dallas, TX, with 17 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
7508 Ferguson Road, Dallas, TX, 75228
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Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Timothy works as an insurance salesman, dedicating about 10-20% of his time to selling insurance products. He also works as an advisor for PFG Advisors, assisting clients at Lonestar Credit Union, also dedicating about 10-20% of his time.
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
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations4 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.