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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
United Planners' Financial Services of America A Limited Partner 1 year, 1 month Oct 2018 - Present
United Planners' Financial Services of America a Limited PartnerScottsdale, AZ 1 year, 1 month Oct 2018 - Present
Cruice Investment Advisors, Ltd 1 year, 3 months Aug 2018 - Present
Private Advisor Group, LLC 2 years Oct 2016 - Oct 2018
LPL Financial LLC 2 years Oct 2016 - Oct 2018
Westport Resources Management 13 years, 5 months May 2003 - Oct 2016
Westport Resources Investment Services, Inc 13 years, 5 months May 2003 - Oct 2016
Atlantic Financial Research 14 years, 9 months Jan 2002 - Oct 2016
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Joseph Anthony Tatusko?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Planners' Financial Services of America A Limited Partner

Last updated on May 31, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 21K
      Accounts
    • $155.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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