Joseph FonteCRD Number: 2020095
Current Firm: United Planners' Financial Services Of America A Limited Partner
Joseph Fonte (CRD# 2020095) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Haven Capital Group
Independent Financial Partners
Brightpath Wealth Planning, LLC
|United Planners Financial Services||Scottsdale, AZ||Sep 2016 - Current||1|
|Securities America Inc.||Santa Barbara, CA||Nov 2014 - Current||3|
|Securities America Advisors||Santa Barbara, CA||Nov 2014 - Current||3|
|Planmember Securities Corporation||Carpinteria, CA||May 2010 - Nov 2014||4|
|401(k) Plan Solutions, Inc.||Santa Barbara, CA||Feb 2006 - Nov 2014||8|
|Securities America, Inc.||Santa Barbara, CA||Jan 2009 - May 2010||1|
|Securities America Advisors, Inc.||Lavista, NE||Jan 2009 - May 2010||1|
|Brecek & Young Advisors, Inc.||Folsom, CA||Aug 2003 - Jan 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management2,377MILLIONS
Total Number of Accounts13,769ACCOUNTS
Average Account Value$172,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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