Anthony LocascioCRD Number: 1174736
Current Firm: Kestra Advisory Services, LLC
Anthony Locascio (CRD# 1174736) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Winter Haven, FL and has over 34 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.
Allen & Company Of Florida, Inc.
Suntrust Investment Services, Inc.
Nbc Securities, Inc.
|Kestra Financial Services, Inc.||Austin, FL||Apr 2016 - Current||1|
|Bishop, Ortiz, & Locascio Assoc.||Winter Haven, FL||Oct 1984 - Current||33|
|Nfp Advisor Services, LLC||Austin, TX||Feb 2001 - Apr 2016||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV