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Anthony Tobias

22 Years of Experience
Frisco, TX
Broker

Anthony Tobias is a registered investment advisor at Destra Capital Advisors LLC, based in Frisco, TX, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$414.2M
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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anthony owns vending machines through Barca-Bethune LLC, which he manages and stocks. This non-investment related activity takes a few hours per week during non-trading hours.

Employment History
Current Registrations
Destra Capital Advisors LLC
May 2023 - Present · 2 yrs 11 mos
Destra Capital Investments LLC
September 2019 - Present · 6 yrs 7 mos
Destra Capital Investments LLCBroker
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Provasi Capital Partners LPBroker
July 2004 - April 2018 · 13 yrs 9 mos
Amerest Securities, INC.Broker
June 2002 - June 2004 · 2 yrs
American Express Financial Advisors, INC.
May 2002 - June 2002 · 1 mo
American Express Financial Advisors INC.Broker
April 2002 - June 2002 · 2 mos
Ids Life Insurance CompanyBroker
April 2002 - June 2002 · 2 mos
State Registrations7 states
ALARGALAMSOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.