Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Primerica Advisors
Location
Watertown, SD
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Anthony Letizia is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Transamerica Life Insurance Company, Gradient Investments, and TIAA-CREF. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.
Based on Primerica Advisors
Based on Primerica Advisors
Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting
$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)
Brokerage commissions and ticket charges applicable for transaction-based accounts
Hourly financial planning/consulting fees generally $100-$500 per hour
Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000
Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000
Watertown, SD
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Park Avenue Securities
2024 - Present (2 years)
Guardain Life Insurance Company
2024 - Present (2 years)
Park Avenue Securities, LLC
2021 - Present (5 years)
Guardain Life Insurance Co of America
2021 - Present (5 years)
Unemployment
2021 - 2021 (1 year)
Transamerica Life Insurance Company
2019 - 2021 (2 years)
Transamerica Investors Securities Corporation
2019 - 2021 (2 years)
Gradient Investments, LLC
2018 - 2019 (1 year)
TIAA-CREF
2014 - 2018 (4 years)
TIAA-Advice and Planning Services
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Watertown, SD
Midwest Financial Strategies
Series 63, Series 65
Watertown, SD
Terry Peschl & Associates, Inc.
Series 65
Watertown, SD
Hi-Line Capital Management, LLC
Series 65
Watertown, SD
Big Sioux Wealth Management
Series 65, Series 66
Watertown, SD
Big Sioux Wealth Management
Series 65
Watertown, SD
Hi-Line Capital Management, LLC
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