Anthony Locascio, financial advisor Winter Haven FL
96 score

Anthony Locascio

CRD Number: 1174736
Current Firm: Nfp Advisor Services, LLC

Anthony Locascio (CRD# 1174736) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Winter Haven, FL and has over 33 years of experience in the finance industry. Anthony Locascio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, FL Apr 2016 - Current < 1
Bishop, Ortiz, & Locascio Assoc. Winter Haven, FL Oct 1984 - Current 32
Nfp Advisor Services, LLC Austin, TX Feb 2001 - Apr 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Contact Info for Anthony P. Locascio
Phone Number: 512-697-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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