Anthony Khoury (CRD# 2916900) is an Investment Advisor Representative working at Esi Financial Advisors in Independence, OH and has over 26 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Aug 2022 - Current | 1 |
| National Life Group | Poland, OH | Aug 2022 - Current | 1 |
| Prudential Insurance Company Of America | Canonsburg, PA | Sep 2014 - Aug 2022 | 7 |
| Pruco Securities, LLC | Canonsburg, PA | Sep 2014 - Aug 2022 | 7 |
| Mml Investors Services | Boardman, OH | Aug 2012 - Sep 2014 | 2 |
| Mass Mutual | Boardman, OH | Aug 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- OH
- PA
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
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