Anthony Rizzo (CRD# 6438477) is an Investment Advisor Representative working at Provision Asset, LLC in Keller, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Council Of Financial Educators | St. Petersburg, FL | Feb 2019 - Current | 5 |
| Provision Asset, LLC | Fort Worth, TX | Apr 2016 - Current | 8 |
| Anthony S. Rizzo, Sole Proprietor | Little Elm, TX | Sep 2014 - Current | 9 |
| Baylor Medical Center | Irving, TX | Oct 2016 - Apr 2018 | 1 |
| Texas Health Resources | Fort Worth, TX | Oct 2014 - Feb 2017 | 2 |
| Gradient Advisors, LLC | Fort Worth, TX | Jan 2015 - Jan 2016 | 1 |
| South Puget Sound College | Olympia, WA | May 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts612ACCOUNTS
-
Average Account Value$100,932
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.