DP
CFA · CFP
DP
CFA · CFP

Derek Samuel Pantele

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derek assists others in preparing tax returns and is a sole proprietor of a photography company. He spends minimal time on the tax preparation activity.

Employment History
Current Registrations
Dynamic
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Tellone Management Group INC
March 2017 - July 2020 · 3 yrs 4 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.