Anthony Sola, financial advisor Wellston OH
69 score

Anthony Sola

CRD Number: 4583015
Current Firm: Raymond James Financial Services Advisors, Inc.

Anthony Sola (CRD# 4583015) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wellston, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Inc. Wellston, OH Mar 2015 - Current 1
Raymond James Financial Services Advisors Inc. Wellston, OH Mar 2015 - Current 1
Peoples Bank Wellston, OH Mar 2015 - Current 1
Pnc Investments Worthington, OH Feb 2015 - Mar 2015 < 1
Pnc Bank Worthington, OH Feb 2015 - Mar 2015 < 1
Pnc Investments Columbus, OH Nov 2009 - Feb 2015 5
Natcity Investments, Inc. Cleveland, OH Oct 2008 - Nov 2009 1
National City Bank Columbus, OH Sep 2008 - Oct 2008 < 1
Morgan Stanley & Company, Incorporated New Albany, OH Apr 2007 - Sep 2008 1
Morgan Stanley Dw Inc. New Albany, OH Jun 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Mar 2004
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Anthony Sola
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
69

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