Michael Anthony (CRD# 5623767) is an Investment Advisor Representative working at Lpl Financial LLC in Beverly, OH and has over 15 years of experience in the finance industry.
CRD# 6975137
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2945411
Sam Badgley Inc.
CRD# 6611551
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Marietta, OH | Oct 2021 - Current | 2 |
| Dietz Futrell & Walters Insurance Agency, Inc. | Beverly, OH | Dec 2014 - Current | 9 |
| Cetera Advisors LLC | Denver, CO | Jan 2015 - Sep 2021 | 6 |
| Primesolutions Securities, Inc. | Cleveland, OH | Dec 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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