Angela Marie Caballero

CFP

United Planners' Financial Services of America a Limited Partner

25 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:$10K

Location

2500 E 22nd St, Tucson, AZ, 85713

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Angela is a notary public, sells life insurance and long-term care products, and is a financial advisor for PFG Advisors and Tucson Old Pueblo Credit Union. She also works as a financial planner for Ascension College Planning, owns rental property, is the grantor of the Caballero Trust, and participates in her homeowner's association.