Albert Dagosto
CRD Number: 1196367Current Firm: United Planners' Financial Services Of America A Limited Partner
Albert Dagosto (CRD# 1196367) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
CRD# 4060469
Raymond James & Associates, Inc.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5720193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | May 2023 - Current | 1 |
| Albert D'agosto | Avon, CT | Jan 2004 - Current | 20 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2012 - May 2023 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2012 - May 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- CT
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, WY
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