Anthony IusoCRD Number: 1749447
Current Firm: Lpl Financial LLC
Anthony Iuso (CRD# 1749447) is an Investment Advisor Representative working at Lpl Financial LLC in Summit, NJ and has over 34 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Lpl Financial, LLC||Summit, NJ||Oct 2015 - Current||7|
|Peapack Gladstone Bank||Summit, NJ||Oct 2015 - Current||7|
|Wells Fargo Advisors LLC||Warren, NJ||Mar 2011 - Sep 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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